MIM
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Morningstar Investment Management’s Simply Good Foods SMPL Stock Holding History

Morningstar Investment 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 		$485K Hold
33,823
– – 0.03% 265
2026
Q1 		$485K Buy
+33,823
New +$584K 0.03% 263

Other funds holding SMPL

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's SMPL Position: Q2 2026 in Review

Morningstar Investment Management held its Simply Good Foods (SMPL) position steady in Q2 2026 at 33,823 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #265.

Morningstar Investment Management first reported a position in SMPL in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Morningstar Investment Management held 33,823 shares of Simply Good Foods worth $485K as of Q2 2026.
  • Morningstar Investment Management left its Simply Good Foods share count unchanged in Q2 2026.
  • Simply Good Foods made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #265 holding.
  • Morningstar Investment Management first reported a position in Simply Good Foods in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.