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SageView Advisory Group’s Simply Good Foods SMPL Stock Holding History

SageView Advisory 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
2025
Q4 		$3.01K Buy
+150
New +$3.12K ﹤0.01% 2121
2024
Q2 		– Sell
-5,162
Closed -$398K – 741
2024
Q1 		$398K Buy
+5,162
New +$190K 0.02% 360

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

SageView Advisory Group's SMPL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Simply Good Foods (SMPL) in Q4 2025: 150 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #2121 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SMPL as recently as Q1 2024.

SageView Advisory Group first reported a position in SMPL in Q1 2024 and has held it in 2 quarters since. The position peaked at $398K in Q1 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • SageView Advisory Group held 150 shares of Simply Good Foods worth $3.01K as of Q4 2025.
  • Simply Good Foods was a new SageView Advisory Group position in Q4 2025.
  • Simply Good Foods made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2121 holding.
  • SageView Advisory Group first reported a position in Simply Good Foods in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Simply Good Foods position peaked at $398K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.