Universal-Beteiligungs- und Servicegesellschaft’s Simply Good Foods SMPL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.29M	Sell	172,636 -43,982	-20%	-$543K	﹤0.01%	1249
2026 Q1	$3.11M	Buy	216,618 +174,508	+414%	+$3.01M	0.01%	1081
2025 Q4	$846K	Buy	42,110 +5,093	+14%	+$106K	﹤0.01%	1547
2025 Q3	$919K	Sell	37,017 -4,493	-11%	-$133K	﹤0.01%	1570
2025 Q2	$1.31M	Buy	41,510 +8,887	+27%	+$309K	﹤0.01%	1406
2025 Q1	$1.13M	Buy	+32,623	New	+$1.18M	﹤0.01%	1420

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SMPL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Simply Good Foods (SMPL) stake by 20% in Q2 2026, selling an estimated $543K and leaving 172,636 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SMPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2026. 177 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 172,636 shares of Simply Good Foods worth $2.29M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 43,982 Simply Good Foods shares in Q2 2026, an estimated $543K.
Simply Good Foods made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1249 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Simply Good Foods in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Simply Good Foods position peaked at $3.11M in Q1 2026.
177 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.