EWA
SMPL icon

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

EverSource 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
2026
Q1 		$43K Buy
2,995
+2,125
+244% +$36.7K ﹤0.01% 2012
2025
Q4 		$17.5K Sell
870
-114
-12% -$2.37K ﹤0.01% 2474
2025
Q3 		$24.4K Buy
984
+17
+2% +$502 ﹤0.01% 2220
2025
Q2 		$30.5K Buy
967
+538
+125% +$18.7K ﹤0.01% 1971
2025
Q1 		$14.8K Buy
429
+39
+10% +$1.41K ﹤0.01% 1877
2024
Q4 		$15.2K Sell
390
-53
-12% -$1.94K ﹤0.01% 1779
2024
Q3 		$15.4K Sell
443
-1,323
-75% -$44.8K ﹤0.01% 1628
2024
Q2 		$59.9K Buy
1,766
+1,241
+236% +$44.3K ﹤0.01% 1006
2024
Q1 		$19.1K Sell
525
-521
-50% -$19.2K ﹤0.01% 1383
2023
Q4 		$41.4K Sell
1,046
-543
-34% -$20.3K ﹤0.01% 970
2023
Q3 		$54.9K Sell
1,589
-33
-2% -$1.19K 0.01% 771
2023
Q2 		$59.3K Buy
1,622
+31
+2% +$1.14K 0.01% 768
2023
Q1 		$63.3K Sell
1,591
-15
-0.9% -$554 0.01% 699
2022
Q4 		$61.1K Buy
1,606
+1,412
+728% +$52.1K 0.01% 680
2022
Q3 		$6K Sell
194
-235
-55% -$7.71K ﹤0.01% 1319
2022
Q2 		$17K Sell
429
-278
-39% -$11K ﹤0.01% 881
2022
Q1 		$27K Hold
707
– – 0.01% 606
2021
Q4 		$29K Buy
+707
New +$27K 0.01% 547

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 $8.99B AUM 12.83% 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

EverSource Wealth Advisors's SMPL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Simply Good Foods (SMPL) stake by 244% in Q1 2026, buying an estimated $36.7K and bringing the position to 2,995 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

EverSource Wealth Advisors first reported a position in SMPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $63.3K in Q1 2023. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • EverSource Wealth Advisors held 2,995 shares of Simply Good Foods worth $43K as of Q1 2026.
  • EverSource Wealth Advisors bought 2,125 Simply Good Foods shares in Q1 2026, an estimated $36.7K.
  • Simply Good Foods made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2012 holding.
  • EverSource Wealth Advisors first reported a position in Simply Good Foods in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Simply Good Foods position peaked at $63.3K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.