Baker Avenue Asset Management’s Simpson Manufacturing SSD Stock Holding History

Baker Avenue Asset 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 Q1	$157M	Sell	914,702 -26,421	-3%	-$4.87M	3.55%	3
2025 Q4	$152M	Sell	941,123 -149,806	-14%	-$25.3M	3.5%	3
2025 Q3	$183M	Sell	1,090,929 -693	-0.1%	-$124K	4.37%	3
2025 Q2	$170M	Buy	1,091,622 +7	+0%	+$1.08K	4.82%	1
2025 Q1	$171M	Sell	1,091,615 -308,303	-22%	-$50.6M	5.37%	1
2024 Q4	$232M	Buy	1,399,918 +62,165	+5%	+$11.4M	7.11%	1
2024 Q3	$256M	Sell	1,337,753 -265,000	-17%	-$47.6M	8.11%	1
2024 Q2	$270M	Buy	1,602,753 +1,601,589	+137,594%	+$280M	9.2%	1
2024 Q1	$239K	Hold	1,164	–	–	0.01%	330
2023 Q4	$230K	Buy	1,164 +25	+2%	+$3.96K	0.01%	326
2023 Q3	$171K	Sell	1,139 -10,966	-91%	-$1.67M	0.01%	356
2023 Q2	$1.68M	Sell	12,105 -19,884	-62%	-$2.44M	0.08%	151
2023 Q1	$3.51M	Buy	31,989 +30,850	+2,709%	+$3.24M	0.19%	103
2022 Q4	$101K	Sell	1,139 -30,845	-96%	-$2.69M	0.01%	401
2022 Q3	$2.51M	Buy	+31,984	New	+$3.09M	0.16%	112
2020 Q2	–	Sell	-2,318,925	Closed	-$144M	–	249
2020 Q1	$144M	Buy	2,318,925 +2,182,925	+1,605%	+$170M	17.13%	1
2019 Q4	$10.9M	Sell	136,000 -237,310	-64%	-$18.5M	0.79%	29
2019 Q3	$25.9M	Sell	373,310 -445,500	-54%	-$28.9M	2.06%	11
2019 Q2	$54.4M	Sell	818,810 -302,315	-27%	-$19.3M	4.39%	5
2019 Q1	$66.4M	Buy	1,121,125 +851,030	+315%	+$50.3M	5.47%	2
2018 Q4	$14.6M	Sell	270,095 -2,000	-0.7%	-$117K	1.44%	18
2018 Q3	$19.7M	Sell	272,095 -649,640	-70%	-$46M	1.62%	14
2018 Q2	$57.3M	Buy	921,735 +209,122	+29%	+$12.7M	4.97%	1
2018 Q1	$41M	Sell	712,613 -275,754	-28%	-$15.9M	3.73%	3
2017 Q4	$56.7M	Buy	988,367 +773,587	+360%	+$42.8M	5.47%	1
2017 Q3	$10.5M	Buy	+214,780	New	+$9.57M	1.19%	27
2016 Q1	–	Sell	-345,910	Closed	-$11.8M	–	201
2015 Q4	$11.8M	Sell	345,910 -21,000	-6%	-$761K	1.7%	12
2015 Q3	$12.3M	Sell	366,910 -95,000	-21%	-$3.31M	2.16%	8
2015 Q2	$15.7M	Buy	461,910 +197,000	+74%	+$6.81M	2.09%	8
2015 Q1	$9.9M	Buy	+264,910	New	+$9.31M	1.31%	16

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

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Baker Avenue Asset Management's SSD Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Simpson Manufacturing (SSD) stake by 2.8% in Q1 2026, selling an estimated $4.87M and leaving 914,702 shares worth $157M. The position accounts for 3.55% of the portfolio, ranked #3.

Baker Avenue Asset Management first reported a position in SSD in Q1 2015 and has held it in 30 quarters since. The position peaked at $270M in Q2 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Baker Avenue Asset Management held 914,702 shares of Simpson Manufacturing worth $157M as of Q1 2026.
Baker Avenue Asset Management sold 26,421 Simpson Manufacturing shares in Q1 2026, an estimated $4.87M.
Simpson Manufacturing made up 3.55% of Baker Avenue Asset Management's portfolio in Q1 2026, its #3 holding.
Baker Avenue Asset Management first reported a position in Simpson Manufacturing in Q1 2015 and has held it in 30 quarters since.
Baker Avenue Asset Management's Simpson Manufacturing position peaked at $270M in Q2 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.