Northwestern Mutual Wealth Management’s Simply Good Foods SMPL Stock Holding History

Northwestern Mutual 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
2026 Q2	$71.5K	Hold	5,386	–	–	﹤0.01%	2405
2026 Q1	$77.3K	Sell	5,386 -149	-3%	-$2.57K	﹤0.01%	2280
2025 Q4	$111K	Hold	5,535	–	–	﹤0.01%	2093
2025 Q3	$137K	Sell	5,535 -175	-3%	-$5.17K	﹤0.01%	1938
2025 Q2	$180K	Buy	5,710 +152	+3%	+$5.29K	﹤0.01%	1785
2025 Q1	$192K	Sell	5,558 -11	-0.2%	-$398	﹤0.01%	1678
2024 Q4	$217K	Buy	5,569 +4,009	+257%	+$147K	﹤0.01%	1621
2024 Q3	$54.2K	Hold	1,560	–	–	﹤0.01%	2123
2024 Q2	$56.4K	Hold	1,560	–	–	﹤0.01%	2047
2024 Q1	$53.1K	Sell	1,560 -8	-0.5%	-$295	﹤0.01%	2047
2023 Q4	$62.1K	Buy	1,568 +160	+11%	+$5.97K	﹤0.01%	1968
2023 Q3	$48.6K	Hold	1,408	–	–	﹤0.01%	1988
2023 Q2	$51.5K	Sell	1,408 -761	-35%	-$28K	﹤0.01%	1970
2023 Q1	$86.3K	Hold	2,169	–	–	﹤0.01%	1740
2022 Q4	$82.5K	Hold	2,169	–	–	﹤0.01%	1738
2022 Q3	$69K	Hold	2,169	–	–	﹤0.01%	1779
2022 Q2	$82K	Hold	2,169	–	–	﹤0.01%	1724
2022 Q1	$82K	Hold	2,169	–	–	﹤0.01%	1799
2021 Q4	$90K	Sell	2,169 -313	-13%	-$11.9K	﹤0.01%	1751
2021 Q3	$85K	Sell	2,482 -27	-1%	-$970	﹤0.01%	1697
2021 Q2	$92K	Buy	2,509 +75	+3%	+$2.56K	﹤0.01%	1625
2021 Q1	$74K	Sell	2,434 -1,300	-35%	-$38.7K	﹤0.01%	1600
2020 Q4	$117K	Buy	3,734 +2,464	+194%	+$57.3K	﹤0.01%	1345
2020 Q3	$28K	Buy	1,270 +555	+78%	+$12.9K	﹤0.01%	1699
2020 Q2	$13K	Sell	715 -267	-27%	-$4.73K	﹤0.01%	1842
2020 Q1	$19K	Buy	+982	New	+$21.5K	﹤0.01%	1719

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMPL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Simply Good Foods (SMPL) position steady in Q2 2026 at 5,386 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Northwestern Mutual Wealth Management first reported a position in SMPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $217K in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Northwestern Mutual Wealth Management held 5,386 shares of Simply Good Foods worth $71.5K as of Q2 2026.
Northwestern Mutual Wealth Management left its Simply Good Foods share count unchanged in Q2 2026.
Simply Good Foods made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2405 holding.
Northwestern Mutual Wealth Management first reported a position in Simply Good Foods in Q1 2020 and has held it in 26 quarters since.
Northwestern Mutual Wealth Management's Simply Good Foods position peaked at $217K in Q4 2024.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.