Blue Trust Inc’s Simpson Manufacturing SSD Stock Holding History

Blue Trust Inc’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	$4.19K	Hold	20	–	–	﹤0.01%	2059
2026 Q1	$3.43K	Sell	20 -75	-79%	-$13.8K	﹤0.01%	2058
2025 Q4	$15.3K	Buy	95 +6	+7%	+$1.01K	﹤0.01%	1751
2025 Q3	$14.9K	Buy	89 +32	+56%	+$5.73K	﹤0.01%	1753
2025 Q2	$8.85K	Sell	57 -294	-84%	-$45.5K	﹤0.01%	1901
2025 Q1	$55.1K	Buy	351 +321	+1,070%	+$52.7K	﹤0.01%	1300
2024 Q4	$4.97K	Sell	30 -84	-74%	-$15.4K	﹤0.01%	2085
2024 Q3	$19.2K	Buy	114 +81	+245%	+$14.5K	﹤0.01%	1958
2024 Q2	$6.77K	Buy	33 +32	+3,200%	+$5.6K	﹤0.01%	2080
2024 Q1	$205	Buy	+1	New	+$194	﹤0.01%	2074
2023 Q2	–	Sell	-20	Closed	-$2K	–	2499
2023 Q1	$2K	Buy	+20	New	+$2.1K	﹤0.01%	2052

Other funds holding SSD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Blue Trust Inc's SSD Position: Q2 2026 in Review

Blue Trust Inc held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 20 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Blue Trust Inc first reported a position in SSD in Q1 2023 and has held it in 11 quarters since. The position peaked at $55.1K in Q1 2025. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Blue Trust Inc held 20 shares of Simpson Manufacturing worth $4.19K as of Q2 2026.
Blue Trust Inc left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2059 holding.
Blue Trust Inc first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 11 quarters since.
Blue Trust Inc's Simpson Manufacturing position peaked at $55.1K in Q1 2025.
485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.