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Rise Advisors’s Simply Good Foods SMPL Stock Holding History

Rise 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
2025
Q4 		– Sell
-267
Closed -$6.63K – 1223
2025
Q3 		$6.63K Hold
267
– – ﹤0.01% 1119
2025
Q2 		$8.44K Hold
267
– – ﹤0.01% 1067
2025
Q1 		$9.21K Sell
267
-42
-14% -$1.52K ﹤0.01% 1031
2024
Q4 		$12K Hold
309
– – 0.01% 932
2024
Q3 		$10.7K Hold
309
– – 0.01% 993
2024
Q2 		$11.2K Hold
309
– – 0.01% 973
2024
Q1 		$10.5K Buy
+309
New +$11.4K 0.01% 1041

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Rise Advisors's SMPL Position: Q4 2025 in Review

Rise Advisors sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 267 shares — an estimated $6.63K sold.

Rise Advisors first reported a position in SMPL in Q1 2024 and held it in 7 quarters. The position peaked at $12K in Q4 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Rise Advisors reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 267 Simply Good Foods shares in Q4 2025, an estimated $6.63K.
  • Rise Advisors first reported a position in Simply Good Foods in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Simply Good Foods position peaked at $12K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.