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 Q3	$1M	Sell	5,865 -182	-3%	-$33.8K	0.08%	134
2026 Q2	$1.27M	Sell	6,047 -312	-5%	-$58.4K	0.15%	53
2026 Q1	$1.09M	Sell	6,359 -52	-0.8%	-$9.6K	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Curated Wealth Partners's SSD Position: Q3 2026 in Review

Curated Wealth Partners reduced its Simpson Manufacturing (SSD) stake by 3% in Q3 2026, selling an estimated $33.8K and leaving 5,865 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #134.

Curated Wealth Partners first reported a position in SSD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q4 2023. 126 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Curated Wealth Partners held 5,865 shares of Simpson Manufacturing worth $1M as of Q3 2026.
Curated Wealth Partners sold 182 Simpson Manufacturing shares in Q3 2026, an estimated $33.8K.
Simpson Manufacturing made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #134 holding.
Curated Wealth Partners first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Simpson Manufacturing position peaked at $1.29M in Q4 2023.
126 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.