Corient Private Wealth
SSD icon

Corient Private Wealth’s Simpson Manufacturing SSD Stock Holding History

Corient Private Wealth’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 		$757K Sell
4,413
-9,829
-69% -$1.81M ﹤0.01% 1804
2025
Q4 		$2.3M Buy
14,242
+9,159
+180% +$1.55M ﹤0.01% 1456
2025
Q3 		$851K Buy
5,083
+1,676
+49% +$300K ﹤0.01% 1510
2025
Q2 		$529K Buy
3,407
+9
+0.3% +$1.39K ﹤0.01% 1676
2025
Q1 		$534K Sell
3,398
-1,654
-33% -$272K ﹤0.01% 1566
2024
Q4 		$838K Buy
5,052
+1,973
+64% +$361K ﹤0.01% 1382
2024
Q3 		$589K Sell
3,079
-111
-3% -$19.9K ﹤0.01% 1647
2024
Q2 		$538K Sell
3,190
-47
-1% -$8.23K ﹤0.01% 1601
2024
Q1 		$664K Sell
3,237
-52
-2% -$10.1K ﹤0.01% 1491
2023
Q4 		$651K Buy
3,289
+182
+6% +$28.9K ﹤0.01% 1474
2023
Q3 		$465K Buy
3,107
+972
+46% +$148K ﹤0.01% 1533
2023
Q2 		$296K Buy
2,135
+187
+10% +$23K ﹤0.01% 1704
2023
Q1 		$214K Buy
+1,948
New +$204K ﹤0.01% 1771

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corient Private Wealth's SSD Position: Q1 2026 in Review

Corient Private Wealth reduced its Simpson Manufacturing (SSD) stake by 69% in Q1 2026, selling an estimated $1.81M and leaving 4,413 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Corient Private Wealth first reported a position in SSD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q4 2025. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Corient Private Wealth held 4,413 shares of Simpson Manufacturing worth $757K as of Q1 2026.
  • Corient Private Wealth sold 9,829 Simpson Manufacturing shares in Q1 2026, an estimated $1.81M.
  • Simpson Manufacturing made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1804 holding.
  • Corient Private Wealth first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Simpson Manufacturing position peaked at $2.3M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.