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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 		$727K Buy
50,284
+43,925
+691% +$8.22M 0.09% 195
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

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Curated Wealth Partners increased its Simpson Manufacturing (SSD) stake by 691% in Q2 2026, buying an estimated $8.22M and bringing the position to 50,284 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #195.

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. 106 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Curated Wealth Partners held 50,284 shares of Simpson Manufacturing worth $727K as of Q2 2026.
  • Curated Wealth Partners bought 43,925 Simpson Manufacturing shares in Q2 2026, an estimated $8.22M.
  • Simpson Manufacturing made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #195 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.
  • 106 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.