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
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 $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

Creative Planning's SSD Position: Q1 2026 in Review

Creative Planning increased its Simpson Manufacturing (SSD) stake by 47% in Q1 2026, buying an estimated $1.18M and bringing the position to 20,129 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Creative Planning first reported a position in SSD in Q1 2023 and has held it in 13 quarters since. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Creative Planning held 20,129 shares of Simpson Manufacturing worth $3.45M as of Q1 2026.
  • Creative Planning bought 6,400 Simpson Manufacturing shares in Q1 2026, an estimated $1.18M.
  • Simpson Manufacturing made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1466 holding.
  • Creative Planning first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 13 quarters since.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.