Lido Advisors’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$225K Buy
16,965
+4,339
+34% +$53.6K ﹤0.01% 1906
2026
Q1
$181K Buy
+12,626
New +$218K ﹤0.01% 1790
2025
Q3
Sell
-7,654
Closed -$242K 1893
2025
Q2
$242K Buy
7,654
+1,207
+19% +$42K ﹤0.01% 1437
2025
Q1
$222K Buy
6,447
+18
+0.3% +$651 ﹤0.01% 1339
2024
Q4
$251K Buy
+6,429
New +$236K ﹤0.01% 1297
2024
Q1
Sell
-5,119
Closed -$203K 1460
2023
Q4
$203K Buy
+5,119
New +$191K ﹤0.01% 1216

Other funds holding SMPL

Lido Advisors's SMPL Position: Q2 2026 in Review

Lido Advisors increased its Simply Good Foods (SMPL) stake by 34% in Q2 2026, buying an estimated $53.6K and bringing the position to 16,965 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Lido Advisors first reported a position in SMPL in Q4 2023 and has held it in 6 quarters since. The position peaked at $251K in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Lido Advisors held 16,965 shares of Simply Good Foods worth $225K as of Q2 2026.
  • Lido Advisors bought 4,339 Simply Good Foods shares in Q2 2026, an estimated $53.6K.
  • Simply Good Foods made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1906 holding.
  • Lido Advisors first reported a position in Simply Good Foods in Q4 2023 and has held it in 6 quarters since.
  • Lido Advisors's Simply Good Foods position peaked at $251K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.