MassMutual Private Wealth & Trust
SMPL icon

MassMutual Private Wealth & Trust’s Simply Good Foods SMPL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$3.23K Sell
340
-177
-34% -$1.94K ﹤0.01% 1785
2026
Q2 		$6.87K Buy
517
+12
+2% +$148 ﹤0.01% 1562
2026
Q1 		$7.25K Sell
505
-125
-20% -$2.16K ﹤0.01% 1515
2025
Q4 		$12.6K Buy
630
+340
+117% +$7.08K ﹤0.01% 1290
2025
Q3 		$7.2K Buy
290
+115
+66% +$3.4K ﹤0.01% 1533
2025
Q2 		$5.53K Buy
175
+37
+27% +$1.29K ﹤0.01% 1599
2025
Q1 		$4.76K Buy
138
+21
+18% +$760 ﹤0.01% 1624
2024
Q4 		$4.56K Hold
117
– – ﹤0.01% 1564
2024
Q3 		$4.07K Sell
117
-90
-43% -$3.05K ﹤0.01% 1445
2024
Q2 		$7.48K Sell
207
-14
-6% -$500 ﹤0.01% 1177
2024
Q1 		$7.52K Buy
221
+34
+18% +$1.25K ﹤0.01% 1121
2023
Q4 		$7.4K Buy
187
+44
+31% +$1.64K ﹤0.01% 1114
2023
Q3 		$4.94K Sell
143
-34
-19% -$1.22K ﹤0.01% 1253
2023
Q2 		$6.48K Hold
177
– – ﹤0.01% 1123
2023
Q1 		$7.04K Buy
177
+144
+436% +$5.32K ﹤0.01% 1046
2022
Q4 		$1K Buy
+33
New +$1.22K ﹤0.01% 1540
2022
Q3 		– Sell
-94
Closed -$4K – 1794
2022
Q2 		$4K Buy
+94
New +$3.72K ﹤0.01% 990

Other funds holding SMPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMPL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Simply Good Foods (SMPL) stake by 34% in Q3 2026, selling an estimated $1.94K and leaving 340 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

MassMutual Private Wealth & Trust first reported a position in SMPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.6K in Q4 2025. 139 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • MassMutual Private Wealth & Trust held 340 shares of Simply Good Foods worth $3.23K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 177 Simply Good Foods shares in Q3 2026, an estimated $1.94K.
  • Simply Good Foods made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1785 holding.
  • MassMutual Private Wealth & Trust first reported a position in Simply Good Foods in Q2 2022 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Simply Good Foods position peaked at $12.6K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.