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Financial Network Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

Financial Network 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
Q4 		– Sell
-30
Closed -$745 – 852
2025
Q3 		$745 Hold
30
– – ﹤0.01% 824
2025
Q2 		$948 Hold
30
– – ﹤0.01% 779
2025
Q1 		$1.03K Hold
30
– – ﹤0.01% 702
2024
Q4 		$1.17K Buy
30
+1
+3% +$37 ﹤0.01% 454
2024
Q3 		$1.01K Hold
29
– – ﹤0.01% 753
2024
Q2 		$1.05K Buy
+29
New +$1.04K ﹤0.01% 822

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Network Wealth Advisors's SMPL Position: Q4 2025 in Review

Financial Network Wealth Advisors sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 30 shares — an estimated $745 sold.

Financial Network Wealth Advisors first reported a position in SMPL in Q2 2024 and held it in 6 quarters. The position peaked at $1.17K in Q4 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Financial Network Wealth Advisors reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 30 Simply Good Foods shares in Q4 2025, an estimated $745.
  • Financial Network Wealth Advisors first reported a position in Simply Good Foods in Q2 2024 and held it in 6 quarters.
  • Financial Network Wealth Advisors's Simply Good Foods position peaked at $1.17K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.