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Rialto Wealth Management’s Simply Good Foods SMPL Stock Holding History

Rialto Wealth Management’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
-35
Closed -$503 – 1993
2026
Q1 		$503 Buy
35
+9
+35% +$155 ﹤0.01% 1380
2025
Q4 		$523 Buy
26
+4
+18% +$83 ﹤0.01% 1248
2025
Q3 		$547 Buy
22
+20
+1,000% +$591 ﹤0.01% 1182
2025
Q2 		$64 Buy
+2
New +$70 ﹤0.01% 1601

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rialto Wealth Management's SMPL Position: Q2 2026 in Review

Rialto Wealth Management sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 35 shares — an estimated $503 sold.

Rialto Wealth Management first reported a position in SMPL in Q2 2025 and held it in 4 quarters. The position peaked at $547 in Q3 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Rialto Wealth Management reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 35 Simply Good Foods shares in Q2 2026, an estimated $503.
  • Rialto Wealth Management first reported a position in Simply Good Foods in Q2 2025 and held it in 4 quarters.
  • Rialto Wealth Management's Simply Good Foods position peaked at $547 in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.