MPWT
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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
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 		$12.7K 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 		$7.41K 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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMPL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Simply Good Foods (SMPL) stake by 2.4% in Q2 2026, buying an estimated $148 and bringing the position to 517 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

MassMutual Private Wealth & Trust first reported a position in SMPL in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.7K in Q4 2025. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 517 shares of Simply Good Foods worth $6.87K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 12 Simply Good Foods shares in Q2 2026, an estimated $148.
  • Simply Good Foods made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1562 holding.
  • MassMutual Private Wealth & Trust first reported a position in Simply Good Foods in Q2 2022 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Simply Good Foods position peaked at $12.7K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.