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EP Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

EP Wealth Advisors’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
8,128
-392
-5% -$13.6K ﹤0.01% 1106
2025
Q1 		$294K Buy
8,520
+897
+12% +$32.5K ﹤0.01% 918
2024
Q4 		$297K Buy
7,623
+837
+12% +$30.7K ﹤0.01% 879
2024
Q3 		$236K Buy
+6,786
New +$230K ﹤0.01% 966

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EP Wealth Advisors's SMPL Position: Q2 2025 in Review

EP Wealth Advisors reduced its Simply Good Foods (SMPL) stake by 4.6% in Q2 2025, selling an estimated $13.6K and leaving 8,128 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

EP Wealth Advisors first reported a position in SMPL in Q3 2024 and has held it in 4 quarters since. The position peaked at $297K in Q4 2024. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • EP Wealth Advisors held 8,128 shares of Simply Good Foods worth $257K as of Q2 2025.
  • EP Wealth Advisors sold 392 Simply Good Foods shares in Q2 2025, an estimated $13.6K.
  • Simply Good Foods made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1106 holding.
  • EP Wealth Advisors first reported a position in Simply Good Foods in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Simply Good Foods position peaked at $297K in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.