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Wealthspire Advisors (New York)’s Simply Good Foods SMPL Stock Holding History

Wealthspire Advisors (New York)’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
-71
Closed -$1.76K – 2598
2025
Q3 		$1.76K Buy
+71
New +$2.1K ﹤0.01% 2636

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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 $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Wealthspire Advisors (New York)'s SMPL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 71 shares — an estimated $1.76K sold.

Wealthspire Advisors (New York) first reported a position in SMPL in Q3 2025 and held it in 1 quarter. The position peaked at $1.76K in Q3 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 71 Simply Good Foods shares in Q4 2025, an estimated $1.76K.
  • Wealthspire Advisors (New York) first reported a position in Simply Good Foods in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Simply Good Foods position peaked at $1.76K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.