Curated Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Curated Wealth Partners’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	$1.27M	Sell	6,047 -312	-5%	-$58.4K	0.15%	53
2026 Q1	$1.09M	Sell	6,359 -52	-0.8%	-$9.59K	0.14%	56
2025 Q4	$1.04M	Buy	6,411 +1,473	+30%	+$249K	0.11%	66
2025 Q3	$827K	Sell	4,938 -15	-0.3%	-$2.68K	0.1%	71
2025 Q2	$769K	Hold	4,953	–	–	0.09%	71
2025 Q1	$778K	Hold	4,953	–	–	0.1%	67
2024 Q4	$821K	Hold	4,953	–	–	0.09%	62
2024 Q3	$947K	Hold	4,953	–	–	0.12%	50
2024 Q2	$835K	Buy	+4,953	New	+$867K	0.12%	53
2024 Q1	–	Sell	-6,495	Closed	-$1.26M	–	249
2023 Q4	$1.29M	Sell	6,495 -127	-2%	-$20.1K	0.21%	31
2023 Q3	$992K	Hold	6,622	–	–	0.18%	36
2023 Q2	$917K	Hold	6,622	–	–	0.18%	41
2023 Q1	$726K	Hold	6,622	–	–	0.16%	48
2022 Q4	$587K	Buy	6,622 +1,406	+27%	+$123K	0.14%	56
2022 Q3	$409K	Hold	5,216	–	–	0.12%	71
2022 Q2	$525K	Sell	5,216 -327	-6%	-$34K	0.15%	60
2022 Q1	$771K	Hold	5,543	–	–	0.26%	44
2021 Q4	$771K	Hold	5,543	–	–	0.25%	46
2021 Q3	$593K	Hold	5,543	–	–	0.33%	61
2021 Q2	$612K	Buy	5,543 +100	+2%	+$11K	0.33%	58
2021 Q1	$565K	Buy	5,443 +1,504	+38%	+$151K	0.35%	55
2020 Q4	$368K	Buy	+3,939	New	+$366K	0.24%	85

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 $3.37T AUM 44.26% 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

Curated Wealth Partners's SSD Position: Q2 2026 in Review

Curated Wealth Partners reduced its Simpson Manufacturing (SSD) stake by 4.9% in Q2 2026, selling an estimated $58.4K and leaving 6,047 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #53.

Curated Wealth Partners first reported a position in SSD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q4 2023. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Curated Wealth Partners held 6,047 shares of Simpson Manufacturing worth $1.27M as of Q2 2026.
Curated Wealth Partners sold 312 Simpson Manufacturing shares in Q2 2026, an estimated $58.4K.
Simpson Manufacturing made up 0.15% of Curated Wealth Partners's portfolio in Q2 2026, its #53 holding.
Curated Wealth Partners first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's Simpson Manufacturing position peaked at $1.29M in Q4 2023.
486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.