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DiNuzzo Private Wealth’s Simply Good Foods SMPL Stock Holding History

DiNuzzo Private Wealth’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 		– Sell
-2
Closed -$29 – 1373
2026
Q1 		$29 Sell
2
-1
-33% -$17 ﹤0.01% 1326
2025
Q4 		$61 Sell
3
-9
-75% -$187 ﹤0.01% 1325
2025
Q3 		$344 Sell
12
-6
-33% -$177 ﹤0.01% 1180
2025
Q2 		$569 Sell
18
-1
-5% -$35 ﹤0.01% 1036
2025
Q1 		$656 Buy
19
+6
+46% +$217 ﹤0.01% 963
2024
Q4 		$507 Hold
13
– – ﹤0.01% 1077
2024
Q3 		$453 Hold
13
– – ﹤0.01% 1133
2024
Q2 		$470 Buy
13
+1
+8% +$36 ﹤0.01% 1056
2024
Q1 		$409 Buy
12
+1
+9% +$37 ﹤0.01% 1038
2023
Q4 		$436 Buy
+11
New +$411 ﹤0.01% 1029

Other funds holding SMPL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DiNuzzo Private Wealth's SMPL Position: Q2 2026 in Review

DiNuzzo Private Wealth sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 2 shares — an estimated $29 sold.

DiNuzzo Private Wealth first reported a position in SMPL in Q4 2023 and held it in 10 quarters. The position peaked at $656 in Q1 2025. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • DiNuzzo Private Wealth reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 2 Simply Good Foods shares in Q2 2026, an estimated $29.
  • DiNuzzo Private Wealth first reported a position in Simply Good Foods in Q4 2023 and held it in 10 quarters.
  • DiNuzzo Private Wealth's Simply Good Foods position peaked at $656 in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.