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HFM Investment Advisors’s Simply Good Foods SMPL Stock Holding History

HFM Investment Advisors’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
-3
Closed -$74 – 1328
2025
Q3 		$74 Sell
3
-3
-50% -$89 ﹤0.01% 1192
2025
Q2 		$190 Buy
6
+3
+100% +$104 ﹤0.01% 1002
2025
Q1 		$104 Buy
+3
New +$109 ﹤0.01% 844

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HFM Investment Advisors's SMPL Position: Q4 2025 in Review

HFM Investment Advisors sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 3 shares — an estimated $74 sold.

HFM Investment Advisors first reported a position in SMPL in Q1 2025 and held it in 3 quarters. The position peaked at $190 in Q2 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • HFM Investment Advisors reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 3 Simply Good Foods shares in Q4 2025, an estimated $74.
  • HFM Investment Advisors first reported a position in Simply Good Foods in Q1 2025 and held it in 3 quarters.
  • HFM Investment Advisors's Simply Good Foods position peaked at $190 in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.