Moody Aldrich Partners’s Simply Good Foods SMPL Stock Holding History

Moody Aldrich Partners’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	-113,114	Closed	-$2.81M	–	204
2025 Q3	$2.81M	Sell	113,114 -21,797	-16%	-$644K	0.53%	90
2025 Q2	$4.26M	Sell	134,911 -2,079	-2%	-$72.3K	0.83%	60
2025 Q1	$4.72M	Sell	136,990 -4,420	-3%	-$160K	0.99%	36
2024 Q4	$5.51M	Buy	141,410 +45,738	+48%	+$1.68M	1.02%	27
2024 Q3	$3.33M	Sell	95,672 -1,698	-2%	-$57.5K	0.61%	72
2024 Q2	$3.52M	Sell	97,370 -124,426	-56%	-$4.45M	0.69%	68
2024 Q1	$7.55M	Buy	221,796 +12,028	+6%	+$443K	1.28%	18
2023 Q4	$8.31M	Sell	209,768 -21,475	-9%	-$802K	1.49%	10
2023 Q3	$7.98M	Buy	231,243 +8,576	+4%	+$308K	1.51%	13
2023 Q2	$8.15M	Buy	222,667 +48,929	+28%	+$1.8M	1.58%	16
2023 Q1	$6.91M	Buy	+173,738	New	+$6.42M	1.39%	18

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Moody Aldrich Partners's SMPL Position: Q4 2025 in Review

Moody Aldrich Partners sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 113,114 shares — an estimated $2.81M sold.

Moody Aldrich Partners first reported a position in SMPL in Q1 2023 and held it in 11 quarters. The position peaked at $8.31M in Q4 2023. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

Moody Aldrich Partners reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
Moody Aldrich Partners sold 113,114 Simply Good Foods shares in Q4 2025, an estimated $2.81M.
Moody Aldrich Partners first reported a position in Simply Good Foods in Q1 2023 and held it in 11 quarters.
Moody Aldrich Partners's Simply Good Foods position peaked at $8.31M in Q4 2023.
266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Moody Aldrich Partners's 13F filing for Q4 2025, filed 30 Jan 2026.