HighTower Advisors
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HighTower Advisors’s Simply Good Foods SMPL Stock Holding History

HighTower 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
2026
Q1 		– Sell
-12,236
Closed -$246K – 3925
2025
Q4 		$246K Buy
12,236
+3,193
+35% +$66.4K ﹤0.01% 3205
2025
Q3 		$224K Sell
9,043
-2,912
-24% -$86K ﹤0.01% 3272
2025
Q2 		$378K Buy
11,955
+2,497
+26% +$86.9K ﹤0.01% 2745
2025
Q1 		$326K Sell
9,458
-4,081
-30% -$148K ﹤0.01% 2793
2024
Q4 		$528K Buy
13,539
+35
+0.3% +$1.28K ﹤0.01% 2438
2024
Q3 		$473K Buy
13,504
+501
+4% +$17K ﹤0.01% 2432
2024
Q2 		$470K Sell
13,003
-455
-3% -$16.3K ﹤0.01% 2372
2024
Q1 		$461K Buy
13,458
+6,716
+100% +$248K ﹤0.01% 2332
2023
Q4 		$269K Buy
6,742
+454
+7% +$17K ﹤0.01% 2791
2023
Q3 		$216K Buy
+6,288
New +$226K ﹤0.01% 2856
2022
Q3 		– Sell
-22,964
Closed -$868K – 3382
2022
Q2 		$868K Buy
+22,964
New +$910K ﹤0.01% 1722
2019
Q4 		– Sell
-49,434
Closed -$1.43M – 2522
2019
Q3 		$1.43M Buy
+49,434
New +$1.38M 0.01% 1015
2018
Q4 		– Sell
-26,459
Closed -$513K – 2352
2018
Q3 		$513K Buy
+26,459
New +$460K ﹤0.01% 1453

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 $8.82B AUM 7.52% 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

HighTower Advisors's SMPL Position: Q1 2026 in Review

HighTower Advisors sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 12,236 shares — an estimated $246K sold.

HighTower Advisors first reported a position in SMPL in Q3 2018 and held it in 13 quarters. The position peaked at $1.43M in Q3 2019. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • HighTower Advisors reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 12,236 Simply Good Foods shares in Q1 2026, an estimated $246K.
  • HighTower Advisors first reported a position in Simply Good Foods in Q3 2018 and held it in 13 quarters.
  • HighTower Advisors's Simply Good Foods position peaked at $1.43M in Q3 2019.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.