Integrated Wealth Concepts’s Simply Good Foods SMPL Stock Holding History

Integrated Wealth Concepts’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	$213K	Buy	+16,058	New	+$198K	﹤0.01%	2196

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's SMPL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simply Good Foods (SMPL) in Q2 2026: 16,058 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings.

300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Integrated Wealth Concepts held 16,058 shares of Simply Good Foods worth $213K as of Q2 2026.
Simply Good Foods was a new Integrated Wealth Concepts position in Q2 2026.
Simply Good Foods made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2196 holding.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.