Private Wealth Management Group’s Simply Good Foods SMPL Stock Holding History

Private Wealth Management Group’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	$2.29K	Buy	172 +132	+330%	+$1.63K	﹤0.01%	1117
2026 Q1	$574	Sell	40 -145	-78%	-$2.5K	﹤0.01%	1362
2025 Q4	$3.71K	Buy	+185	New	+$3.85K	﹤0.01%	890

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's SMPL Position: Q2 2026 in Review

Private Wealth Management Group increased its Simply Good Foods (SMPL) stake by 330% in Q2 2026, buying an estimated $1.63K and bringing the position to 172 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Private Wealth Management Group first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.71K in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Private Wealth Management Group held 172 shares of Simply Good Foods worth $2.29K as of Q2 2026.
Private Wealth Management Group bought 132 Simply Good Foods shares in Q2 2026, an estimated $1.63K.
Simply Good Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1117 holding.
Private Wealth Management Group first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
Private Wealth Management Group's Simply Good Foods position peaked at $3.71K in Q4 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.