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Tidal Investments’s Simply Good Foods SMPL Stock Holding History

Tidal Investments’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 		– Sell
-15,947
Closed -$320K – 2561
2025
Q4 		$320K Sell
15,947
-37,203
-70% -$774K ﹤0.01% 1832
2025
Q3 		$1.32M Buy
53,150
+11,762
+28% +$347K ﹤0.01% 1082
2025
Q2 		$1.31M Buy
41,388
+3,115
+8% +$108K 0.01% 911
2025
Q1 		$1.32M Sell
38,273
-3,111
-8% -$113K 0.01% 860
2024
Q4 		$1.61M Sell
41,384
-10,280
-20% -$377K 0.01% 787
2024
Q3 		$1.8M Buy
51,664
+15,455
+43% +$524K 0.02% 710
2024
Q2 		$1.31M Sell
36,209
-1,187
-3% -$42.4K 0.02% 761
2024
Q1 		$1.27M Buy
37,396
+25,553
+216% +$942K 0.02% 768
2023
Q4 		$469K Buy
+11,843
New +$442K 0.01% 970

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 $8.99B AUM 12.83% 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

Tidal Investments's SMPL Position: Q1 2026 in Review

Tidal Investments sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 15,947 shares — an estimated $320K sold.

Tidal Investments first reported a position in SMPL in Q4 2023 and held it in 9 quarters. The position peaked at $1.8M in Q3 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Tidal Investments reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 15,947 Simply Good Foods shares in Q1 2026, an estimated $320K.
  • Tidal Investments first reported a position in Simply Good Foods in Q4 2023 and held it in 9 quarters.
  • Tidal Investments's Simply Good Foods position peaked at $1.8M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.