Carson Wealth (CWM LLC)
SSD icon

Carson Wealth (CWM LLC)’s Simpson Manufacturing SSD Stock Holding History

Carson Wealth (CWM LLC)’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 		$761K Sell
4,436
-913
-17% -$168K ﹤0.01% 1717
2025
Q4 		$864K Buy
5,349
+4,717
+746% +$797K ﹤0.01% 1585
2025
Q3 		$106K Buy
632
+290
+85% +$51.9K ﹤0.01% 2947
2025
Q2 		$53K Buy
342
+11
+3% +$1.7K ﹤0.01% 3241
2025
Q1 		$52K Buy
331
+93
+39% +$15.3K ﹤0.01% 2962
2024
Q4 		$39K Buy
238
+3
+1% +$549 ﹤0.01% 2978
2024
Q3 		$45K Buy
235
+19
+9% +$3.41K ﹤0.01% 2773
2024
Q2 		$36K Sell
216
-107
-33% -$18.7K ﹤0.01% 2706
2024
Q1 		$66K Buy
323
+108
+50% +$20.9K ﹤0.01% 2126
2023
Q4 		$43K Sell
215
-29
-12% -$4.6K ﹤0.01% 2277
2023
Q3 		$37K Sell
244
-1
-0.4% -$152 ﹤0.01% 2272
2023
Q2 		$34K Buy
245
+41
+20% +$5.04K ﹤0.01% 2279
2023
Q1 		$22K Buy
204
+36
+21% +$3.78K ﹤0.01% 2447
2022
Q4 		$15K Buy
168
+67
+66% +$5.85K ﹤0.01% 2579
2022
Q3 		$8K Buy
101
+41
+68% +$3.96K ﹤0.01% 2847
2022
Q2 		$6K Buy
60
+7
+13% +$727 ﹤0.01% 2923
2022
Q1 		$6K Sell
53
-11
-17% -$1.3K ﹤0.01% 2783
2021
Q4 		$9K Buy
+64
New +$7.72K ﹤0.01% 2434
2021
Q2 		$6K Hold
53
– – ﹤0.01% 2317
2021
Q1 		$6K Hold
53
– – ﹤0.01% 2317
2020
Q4 		$6K Hold
53
– – ﹤0.01% 2316
2020
Q3 		$6K Hold
53
– – ﹤0.01% 2316
2020
Q2 		$6K Hold
53
– – ﹤0.01% 2316
2020
Q1 		$6K Hold
53
– – ﹤0.01% 2316
2019
Q4 		$6K Hold
53
– – ﹤0.01% 2316
2019
Q3 		$6K Hold
53
– – ﹤0.01% 2315
2019
Q2 		$6K Hold
53
– – ﹤0.01% 2315
2019
Q1 		$6K Buy
+53
New +$3.13K ﹤0.01% 2315
2018
Q3 		– Sell
-16
Closed -$1K – 1985
2018
Q2 		$1K Buy
+16
New +$973 ﹤0.01% 1598

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SSD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simpson Manufacturing (SSD) stake by 17% in Q1 2026, selling an estimated $168K and leaving 4,436 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Carson Wealth (CWM LLC) first reported a position in SSD in Q2 2018 and has held it in 29 quarters since. The position peaked at $864K in Q4 2025. 461 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,436 shares of Simpson Manufacturing worth $761K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 913 Simpson Manufacturing shares in Q1 2026, an estimated $168K.
  • Simpson Manufacturing made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1717 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simpson Manufacturing in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Simpson Manufacturing position peaked at $864K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.