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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
2024
Q2 		– Sell
-6,099
Closed -$1.25M – 245
2024
Q1 		$1.25M Buy
+6,099
New +$1.18M 0.18% 35

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

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.