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Physician Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

Physician Wealth Advisors’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 		– Sell
-49
Closed -$984 – 2219
2025
Q4 		$984 Buy
49
+23
+88% +$479 ﹤0.01% 1634
2025
Q3 		$646 Buy
+26
New +$768 ﹤0.01% 1752

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 $8.82B AUM 7.52% 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

Physician Wealth Advisors's SMPL Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 49 shares — an estimated $984 sold.

Physician Wealth Advisors first reported a position in SMPL in Q3 2025 and held it in 2 quarters. The position peaked at $984 in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 49 Simply Good Foods shares in Q1 2026, an estimated $984.
  • Physician Wealth Advisors first reported a position in Simply Good Foods in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Simply Good Foods position peaked at $984 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.