Atria Investments’s Simpson Manufacturing SSD Stock Holding History

Atria Investments’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.37M	Sell	13,817 -617	-4%	-$114K	0.03%	645
2025 Q4	$2.33M	Sell	14,434 -1,185	-8%	-$200K	0.03%	666
2025 Q3	$2.62M	Sell	15,619 -1,174	-7%	-$210K	0.03%	616
2025 Q2	$2.61M	Buy	16,793 +1,303	+8%	+$202K	0.03%	619
2025 Q1	$2.43M	Buy	15,490 +354	+2%	+$58.1K	0.03%	627
2024 Q4	$2.51M	Buy	15,136 +1,052	+7%	+$193K	0.03%	588
2024 Q3	$2.69M	Buy	14,084 +1,051	+8%	+$189K	0.03%	572
2024 Q2	$2.2M	Buy	+13,033	New	+$2.28M	0.03%	604

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Investments's SSD Position: Q1 2026 in Review

Atria Investments reduced its Simpson Manufacturing (SSD) stake by 4.3% in Q1 2026, selling an estimated $114K and leaving 13,817 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #645.

Atria Investments first reported a position in SSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q3 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Atria Investments held 13,817 shares of Simpson Manufacturing worth $2.37M as of Q1 2026.
Atria Investments sold 617 Simpson Manufacturing shares in Q1 2026, an estimated $114K.
Simpson Manufacturing made up 0.03% of Atria Investments's portfolio in Q1 2026, its #645 holding.
Atria Investments first reported a position in Simpson Manufacturing in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Simpson Manufacturing position peaked at $2.69M in Q3 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.