Diversified Trust’s Simpson Manufacturing SSD Stock Holding History

Diversified Trust’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	$1.36M	Sell	6,511 -435	-6%	-$81.4K	0.02%	393
2026 Q1	$1.19M	Buy	6,946 +254	+4%	+$46.8K	0.02%	409
2025 Q4	$1.08M	Buy	6,692 +1,554	+30%	+$263K	0.02%	413
2025 Q3	$860K	Sell	5,138 -425	-8%	-$76.1K	0.02%	458
2025 Q2	$864K	Buy	5,563 +1,290	+30%	+$200K	0.02%	424
2025 Q1	$671K	Buy	4,273 +710	+20%	+$117K	0.02%	475
2024 Q4	$591K	Buy	+3,563	New	+$653K	0.01%	546
2022 Q4	–	Sell	-3,866	Closed	-$303K	–	853
2022 Q3	$303K	Sell	3,866 -1,137	-23%	-$110K	0.01%	539
2022 Q2	$503K	Buy	+5,003	New	+$520K	0.02%	384
2021 Q4	–	Sell	-1,929	Closed	-$206K	–	905
2021 Q3	$206K	Buy	+1,929	New	+$214K	0.01%	717

Other funds holding SSD

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust's SSD Position: Q2 2026 in Review

Diversified Trust reduced its Simpson Manufacturing (SSD) stake by 6.3% in Q2 2026, selling an estimated $81.4K and leaving 6,511 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #393.

Diversified Trust first reported a position in SSD in Q3 2021 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Diversified Trust held 6,511 shares of Simpson Manufacturing worth $1.36M as of Q2 2026.
Diversified Trust sold 435 Simpson Manufacturing shares in Q2 2026, an estimated $81.4K.
Simpson Manufacturing made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #393 holding.
Diversified Trust first reported a position in Simpson Manufacturing in Q3 2021 and has held it in 10 quarters since.
62 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.