Envestnet Asset Management’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 | $187K | Sell |
14,061
-69,611
| -83% | -$859K | ﹤0.01% | 4658 |
|
|
2026
Q1 | $1.2M | Buy |
83,672
+32,256
| +63% | +$556K | ﹤0.01% | 3349 |
|
|
2025
Q4 | $1.03M | Sell |
51,416
-60,301
| -54% | -$1.25M | ﹤0.01% | 3249 |
|
|
2025
Q3 | $2.77M | Sell |
111,717
-27,753
| -20% | -$819K | ﹤0.01% | 2667 |
|
|
2025
Q2 | $4.41M | Sell |
139,470
-19,495
| -12% | -$678K | ﹤0.01% | 2272 |
|
|
2025
Q1 | $5.48M | Sell |
158,965
-4,215
| -3% | -$152K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $6.36M | Buy |
163,180
+8,041
| +5% | +$295K | ﹤0.01% | 1940 |
|
|
2024
Q3 | $5.39M | Buy |
155,139
+45,905
| +42% | +$1.56M | ﹤0.01% | 2057 |
|
|
2024
Q2 | $3.95M | Sell |
109,234
-26,844
| -20% | -$959K | ﹤0.01% | 2188 |
|
|
2024
Q1 | $4.63M | Buy |
136,078
+517
| +0.4% | +$19.1K | ﹤0.01% | 2034 |
|
|
2023
Q4 | $5.37M | Sell |
135,561
-1,945
| -1% | -$72.6K | ﹤0.01% | 1848 |
|
|
2023
Q3 | $4.75M | Buy |
137,506
+16,019
| +13% | +$576K | ﹤0.01% | 1832 |
|
|
2023
Q2 | $4.45M | Buy |
121,487
+9,306
| +8% | +$342K | ﹤0.01% | 1772 |
|
|
2023
Q1 | $4.46M | Buy |
112,181
+21,310
| +23% | +$787K | ﹤0.01% | 1707 |
|
|
2022
Q4 | $3.46M | Buy |
90,871
+7,954
| +10% | +$294K | ﹤0.01% | 1808 |
|
|
2022
Q3 | $2.65M | Buy |
82,917
+5,495
| +7% | +$180K | ﹤0.01% | 1907 |
|
|
2022
Q2 | $2.92M | Sell |
77,422
-8,302
| -10% | -$329K | ﹤0.01% | 1853 |
|
|
2022
Q1 | $3.25M | Buy |
85,724
+3,858
| +5% | +$144K | ﹤0.01% | 1885 |
|
|
2021
Q4 | $3.4M | Buy |
81,866
+2,264
| +3% | +$86.4K | ﹤0.01% | 1824 |
|
|
2021
Q3 | $2.75M | Buy |
79,602
+7,833
| +11% | +$281K | ﹤0.01% | 1889 |
|
|
2021
Q2 | $2.62M | Buy |
71,769
+3,155
| +5% | +$108K | ﹤0.01% | 1891 |
|
|
2021
Q1 | $2.09M | Buy |
68,614
+2,005
| +3% | +$59.7K | ﹤0.01% | 1911 |
|
|
2020
Q4 | $2.09M | Buy |
66,609
+26,906
| +68% | +$626K | ﹤0.01% | 1729 |
|
|
2020
Q3 | $875K | Buy |
39,703
+10,436
| +36% | +$243K | ﹤0.01% | 2093 |
|
|
2020
Q2 | $544K | Buy |
29,267
+14,725
| +101% | +$261K | ﹤0.01% | 2373 |
|
|
2020
Q1 | $280K | Sell |
14,542
-1,890
| -12% | -$41.3K | ﹤0.01% | 2579 |
|
|
2019
Q4 | $469K | Buy |
16,432
+2,010
| +14% | +$53K | ﹤0.01% | 2489 |
|
|
2019
Q3 | $418K | Sell |
14,422
-2,867
| -17% | -$80K | ﹤0.01% | 2468 |
|
|
2019
Q2 | $416K | Buy |
17,289
+1,065
| +7% | +$24.1K | ﹤0.01% | 2485 |
|
|
2019
Q1 | $334K | Buy |
16,224
+375
| +2% | +$7.49K | ﹤0.01% | 2549 |
|
|
2018
Q4 | $300K | Buy |
+15,849
| New | +$299K | ﹤0.01% | 2426 |
|
Other funds holding SMPL
RRAM
SAM
Envestnet Asset Management's SMPL Position: Q2 2026 in Review
Envestnet Asset Management reduced its Simply Good Foods (SMPL) stake by 83% in Q2 2026, selling an estimated $859K and leaving 14,061 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.
Envestnet Asset Management first reported a position in SMPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.36M in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.
- Envestnet Asset Management held 14,061 shares of Simply Good Foods worth $187K as of Q2 2026.
- Envestnet Asset Management sold 69,611 Simply Good Foods shares in Q2 2026, an estimated $859K.
- Simply Good Foods made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4658 holding.
- Envestnet Asset Management first reported a position in Simply Good Foods in Q4 2018 and has held it in 31 quarters since.
- Envestnet Asset Management's Simply Good Foods position peaked at $6.36M in Q4 2024.
- 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.