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Moran Wealth Management’s Simply Good Foods SMPL Stock Holding History

Moran Wealth Management’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
-17,206
Closed -$544K – 532
2025
Q2 		$544K Buy
+17,206
New +$598K 0.02% 404

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 $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Moran Wealth Management's SMPL Position: Q3 2025 in Review

Moran Wealth Management sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 17,206 shares — an estimated $544K sold.

Moran Wealth Management first reported a position in SMPL in Q2 2025 and held it in 1 quarter. The position peaked at $544K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Moran Wealth Management reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Moran Wealth Management sold 17,206 Simply Good Foods shares in Q3 2025, an estimated $544K.
  • Moran Wealth Management first reported a position in Simply Good Foods in Q2 2025 and held it in 1 quarter.
  • Moran Wealth Management's Simply Good Foods position peaked at $544K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.