Northwestern Mutual Wealth Management
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMPL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Simply Good Foods (SMPL) stake by 2.7% in Q1 2026, selling an estimated $2.57K and leaving 5,386 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Northwestern Mutual Wealth Management first reported a position in SMPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $217K in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 5,386 shares of Simply Good Foods worth $77.3K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 149 Simply Good Foods shares in Q1 2026, an estimated $2.57K.
  • Simply Good Foods made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2280 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simply Good Foods in Q1 2020 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's Simply Good Foods position peaked at $217K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.