EverSource Wealth Advisors
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
Q2 		$24.8K Sell
1,870
-1,125
-38% -$13.9K ﹤0.01% 2273
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's SMPL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Simply Good Foods (SMPL) stake by 38% in Q2 2026, selling an estimated $13.9K and leaving 1,870 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

EverSource Wealth Advisors first reported a position in SMPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $63.3K in Q1 2023. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • EverSource Wealth Advisors held 1,870 shares of Simply Good Foods worth $24.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,125 Simply Good Foods shares in Q2 2026, an estimated $13.9K.
  • Simply Good Foods made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2273 holding.
  • EverSource Wealth Advisors first reported a position in Simply Good Foods in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Simply Good Foods position peaked at $63.3K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.