Creative Planning
SSD icon

Creative Planning’s Simpson Manufacturing SSD Stock Holding History

Creative Planning’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 		$6.86M Buy
32,775
+12,646
+63% +$2.37M ﹤0.01% 1167
2026
Q1 		$3.45M Buy
20,129
+6,400
+47% +$1.18M ﹤0.01% 1466
2025
Q4 		$2.22M Buy
13,729
+2,175
+19% +$368K ﹤0.01% 1646
2025
Q3 		$1.93M Buy
11,554
+498
+5% +$89.1K ﹤0.01% 1572
2025
Q2 		$1.72M Sell
11,056
-285
-3% -$44.1K ﹤0.01% 1444
2025
Q1 		$1.78M Sell
11,341
-1,875
-14% -$308K ﹤0.01% 1259
2024
Q4 		$2.19M Buy
13,216
+577
+5% +$106K ﹤0.01% 1078
2024
Q3 		$2.42M Sell
12,639
-862
-6% -$155K ﹤0.01% 965
2024
Q2 		$2.28M Buy
13,501
+294
+2% +$51.5K ﹤0.01% 935
2024
Q1 		$2.71M Buy
13,207
+3,045
+30% +$590K ﹤0.01% 846
2023
Q4 		$2.01M Buy
10,162
+1,869
+23% +$296K ﹤0.01% 915
2023
Q3 		$1.24M Buy
8,293
+3,218
+63% +$489K ﹤0.01% 1063
2023
Q2 		$703K Buy
5,075
+3,161
+165% +$389K ﹤0.01% 1334
2023
Q1 		$210K Buy
+1,914
New +$201K ﹤0.01% 2097

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
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

Creative Planning's SSD Position: Q2 2026 in Review

Creative Planning increased its Simpson Manufacturing (SSD) stake by 63% in Q2 2026, buying an estimated $2.37M and bringing the position to 32,775 shares worth $6.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Creative Planning first reported a position in SSD in Q1 2023 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Creative Planning held 32,775 shares of Simpson Manufacturing worth $6.86M as of Q2 2026.
  • Creative Planning bought 12,646 Simpson Manufacturing shares in Q2 2026, an estimated $2.37M.
  • Simpson Manufacturing made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1167 holding.
  • Creative Planning first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.