Axxcess Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Axxcess Wealth Management’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 Q2	$364K	Buy	+1,738	New	+$325K	0.01%	810
2026 Q1	–	Sell	-1,738	Closed	-$281K	–	923
2025 Q4	$281K	Hold	1,738	–	–	﹤0.01%	871
2025 Q3	$291K	Sell	1,738 -100	-5%	-$17.9K	0.01%	765
2025 Q2	$285K	Hold	1,838	–	–	0.01%	729
2025 Q1	$289K	Hold	1,838	–	–	0.01%	696
2024 Q4	$305K	Hold	1,838	–	–	0.01%	673
2024 Q3	$352K	Sell	1,838 -382	-17%	-$68.6K	0.01%	642
2024 Q2	$374K	Hold	2,220	–	–	0.01%	588
2024 Q1	$456K	Hold	2,220	–	–	0.01%	559
2023 Q4	$440K	Sell	2,220 -80	-3%	-$12.7K	0.01%	549
2023 Q3	$345K	Hold	2,300	–	–	0.01%	565
2023 Q2	$319K	Hold	2,300	–	–	0.02%	438
2023 Q1	$252K	Hold	2,300	–	–	0.02%	530
2022 Q4	$204K	Buy	+2,300	New	+$201K	0.02%	560
2022 Q3	–	Sell	-2,300	Closed	-$231K	–	605
2022 Q2	$231K	Hold	2,300	–	–	0.02%	463
2022 Q1	$251K	Hold	2,300	–	–	0.02%	524
2021 Q4	$320K	Buy	+2,300	New	+$278K	0.02%	459

Other funds holding SSD

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Axxcess Wealth Management's SSD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Simpson Manufacturing (SSD) in Q2 2026: 1,738 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SSD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SSD in Q4 2021 and has held it in 17 quarters since. The position peaked at $456K in Q1 2024. 149 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Axxcess Wealth Management held 1,738 shares of Simpson Manufacturing worth $364K as of Q2 2026.
Simpson Manufacturing was a new Axxcess Wealth Management position in Q2 2026.
Simpson Manufacturing made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #810 holding.
Axxcess Wealth Management first reported a position in Simpson Manufacturing in Q4 2021 and has held it in 17 quarters since.
Axxcess Wealth Management's Simpson Manufacturing position peaked at $456K in Q1 2024.
149 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.