PWMG
SMPL icon

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
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
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

Private Wealth Management Group's SMPL Position: Q1 2026 in Review

Private Wealth Management Group reduced its Simply Good Foods (SMPL) stake by 78% in Q1 2026, selling an estimated $2.5K and leaving 40 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Private Wealth Management Group first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.71K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Private Wealth Management Group held 40 shares of Simply Good Foods worth $574 as of Q1 2026.
  • Private Wealth Management Group sold 145 Simply Good Foods shares in Q1 2026, an estimated $2.5K.
  • Simply Good Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1362 holding.
  • Private Wealth Management Group first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • Private Wealth Management Group's Simply Good Foods position peaked at $3.71K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.