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Essential Partners’s Simply Good Foods SMPL Stock Holding History

Essential Partners’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
2026
Q1 		$7.29K Buy
508
+449
+761% +$7.75K ﹤0.01% 1397
2025
Q4 		$1.19K Sell
59
-69
-54% -$1.44K ﹤0.01% 1975
2025
Q3 		$3.18K Buy
+128
New +$3.78K ﹤0.01% 1613

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essential Partners's SMPL Position: Q1 2026 in Review

Essential Partners increased its Simply Good Foods (SMPL) stake by 761% in Q1 2026, buying an estimated $7.75K and bringing the position to 508 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Essential Partners first reported a position in SMPL in Q3 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Essential Partners held 508 shares of Simply Good Foods worth $7.29K as of Q1 2026.
  • Essential Partners bought 449 Simply Good Foods shares in Q1 2026, an estimated $7.75K.
  • Simply Good Foods made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1397 holding.
  • Essential Partners first reported a position in Simply Good Foods in Q3 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.