Smartleaf Asset Management’s Simply Good Foods SMPL Stock Holding History

Smartleaf Asset Management’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	$10.5K	Sell	717 -1,087	-60%	-$18.8K	﹤0.01%	2306
2025 Q4	$35.8K	Buy	1,804 +185	+11%	+$3.85K	﹤0.01%	1712
2025 Q3	$39.8K	Sell	1,619 -225	-12%	-$6.64K	﹤0.01%	1501
2025 Q2	$58.8K	Buy	1,844 +332	+22%	+$11.5K	0.01%	1098
2025 Q1	$52K	Sell	1,512 -198	-12%	-$7.16K	0.01%	1129
2024 Q4	$66.2K	Buy	1,710 +1,229	+256%	+$45K	0.01%	1042
2024 Q3	$16.7K	Buy	481 +88	+22%	+$2.98K	﹤0.01%	1456
2024 Q2	$14K	Buy	+393	New	+$14K	﹤0.01%	1218

Other funds holding SMPL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's SMPL Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Simply Good Foods (SMPL) stake by 60% in Q1 2026, selling an estimated $18.8K and leaving 717 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Smartleaf Asset Management first reported a position in SMPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $66.2K in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Smartleaf Asset Management held 717 shares of Simply Good Foods worth $10.5K as of Q1 2026.
Smartleaf Asset Management sold 1,087 Simply Good Foods shares in Q1 2026, an estimated $18.8K.
Simply Good Foods made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2306 holding.
Smartleaf Asset Management first reported a position in Simply Good Foods in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Simply Good Foods position peaked at $66.2K in Q4 2024.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.