Edgestream Partners’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.57M Buy
570,207
+123,537
+28% +$1.52M 0.22% 128
2026
Q1
$6.41M Buy
446,670
+273,953
+159% +$4.73M 0.21% 157
2025
Q4
$3.47M Sell
172,717
-255,952
-60% -$5.33M 0.1% 378
2025
Q3
$10.6M Buy
428,669
+173,495
+68% +$5.12M 0.31% 58
2025
Q2
$8.06M Buy
+255,174
New +$8.88M 0.22% 145
2024
Q4
Sell
-68,109
Closed -$2.37M 1066
2024
Q3
$2.37M Buy
+68,109
New +$2.31M 0.1% 350
2024
Q2
Sell
-18,324
Closed -$624K 1021
2024
Q1
$624K Buy
+18,324
New +$675K 0.03% 604
2023
Q4
Sell
-15,647
Closed -$540K 1050
2023
Q3
$540K Buy
+15,647
New +$563K 0.04% 580

Other funds holding SMPL

Edgestream Partners's SMPL Position: Q2 2026 in Review

Edgestream Partners increased its Simply Good Foods (SMPL) stake by 28% in Q2 2026, buying an estimated $1.52M and bringing the position to 570,207 shares worth $7.57M. The position accounts for 0.22% of the portfolio, ranked #128.

Edgestream Partners first reported a position in SMPL in Q3 2023 and has held it in 8 quarters since. The position peaked at $10.6M in Q3 2025. 299 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Edgestream Partners held 570,207 shares of Simply Good Foods worth $7.57M as of Q2 2026.
  • Edgestream Partners bought 123,537 Simply Good Foods shares in Q2 2026, an estimated $1.52M.
  • Simply Good Foods made up 0.22% of Edgestream Partners's portfolio in Q2 2026, its #128 holding.
  • Edgestream Partners first reported a position in Simply Good Foods in Q3 2023 and has held it in 8 quarters since.
  • Edgestream Partners's Simply Good Foods position peaked at $10.6M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.