Coldstream Capital Management’s Simpson Manufacturing SSD Stock Holding History

Coldstream Capital 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	$295K	Sell	1,409 -67	-5%	-$12.5K	﹤0.01%	971
2026 Q1	$253K	Buy	+1,476	New	+$272K	﹤0.01%	1021
2025 Q4	–	Sell	-1,629	Closed	-$273K	–	1253
2025 Q3	$273K	Buy	1,629 +101	+7%	+$18.1K	﹤0.01%	980
2025 Q2	$237K	Buy	1,528 +69	+5%	+$10.7K	﹤0.01%	993
2025 Q1	$229K	Buy	1,459 +162	+12%	+$26.6K	﹤0.01%	938
2024 Q4	$215K	Sell	1,297 -106	-8%	-$19.4K	﹤0.01%	980
2024 Q3	$268K	Buy	1,403 +190	+16%	+$34.1K	0.01%	889
2024 Q2	$204K	Buy	+1,213	New	+$212K	0.01%	937

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's SSD Position: Q2 2026 in Review

Coldstream Capital Management reduced its Simpson Manufacturing (SSD) stake by 4.5% in Q2 2026, selling an estimated $12.5K and leaving 1,409 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Coldstream Capital Management first reported a position in SSD in Q2 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Coldstream Capital Management held 1,409 shares of Simpson Manufacturing worth $295K as of Q2 2026.
Coldstream Capital Management sold 67 Simpson Manufacturing shares in Q2 2026, an estimated $12.5K.
Simpson Manufacturing made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #971 holding.
Coldstream Capital Management first reported a position in Simpson Manufacturing in Q2 2024 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.