FFO
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Fortitude Family Office’s Simply Good Foods SMPL Stock Holding History

Fortitude Family Office’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 		$603 Sell
42
-809
-95% -$14K ﹤0.01% 1659
2025
Q4 		$17.1K Buy
851
+812
+2,082% +$16.9K ﹤0.01% 440
2025
Q3 		$968 Buy
39
+1
+3% +$30 ﹤0.01% 1558
2025
Q2 		$1.2K Buy
+38
New +$1.32K ﹤0.01% 1427
2024
Q2 		– Sell
-95
Closed -$3.23K – 1053
2024
Q1 		$3.23K Buy
+95
New +$3.5K ﹤0.01% 736

Other funds holding SMPL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Family Office's SMPL Position: Q1 2026 in Review

Fortitude Family Office reduced its Simply Good Foods (SMPL) stake by 95% in Q1 2026, selling an estimated $14K and leaving 42 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Fortitude Family Office first reported a position in SMPL in Q1 2024 and has held it in 5 quarters since. The position peaked at $17.1K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Fortitude Family Office held 42 shares of Simply Good Foods worth $603 as of Q1 2026.
  • Fortitude Family Office sold 809 Simply Good Foods shares in Q1 2026, an estimated $14K.
  • Simply Good Foods made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1659 holding.
  • Fortitude Family Office first reported a position in Simply Good Foods in Q1 2024 and has held it in 5 quarters since.
  • Fortitude Family Office's Simply Good Foods position peaked at $17.1K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.