Inspire Advisors’s Simply Good Foods SMPL Stock Holding History

Inspire 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 Q3	–	Sell	-11,262	Closed	-$356K	–	574
2025 Q2	$356K	Buy	+11,262	New	+$392K	0.04%	348

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Inspire Advisors's SMPL Position: Q3 2025 in Review

Inspire Advisors sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 11,262 shares — an estimated $356K sold.

Inspire Advisors first reported a position in SMPL in Q2 2025 and held it in 1 quarter. The position peaked at $356K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

Inspire Advisors reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
Inspire Advisors sold 11,262 Simply Good Foods shares in Q3 2025, an estimated $356K.
Inspire Advisors first reported a position in Simply Good Foods in Q2 2025 and held it in 1 quarter.
Inspire Advisors's Simply Good Foods position peaked at $356K in Q2 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Inspire Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.