EWA
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EP Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

EP Wealth Advisors’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
Q1 		$2.04M Sell
11,865
-317
-3% -$58.4K 0.01% 476
2025
Q4 		$1.97M Buy
+12,182
New +$2.06M 0.01% 452
2025
Q2 		$1.89M Sell
12,158
-53
-0.4% -$8.21K 0.01% 427
2025
Q1 		$1.92M Sell
12,211
-101
-0.8% -$16.6K 0.02% 375
2024
Q4 		$2.04M Sell
12,312
-127,516
-91% -$23.4M 0.02% 356
2024
Q3 		$26.7M Buy
139,828
+127,345
+1,020% +$22.9M 0.23% 86
2024
Q2 		$2.1M Buy
12,483
+5
+0% +$875 0.02% 270
2024
Q1 		$2.56M Buy
12,478
+39
+0.3% +$7.55K 0.03% 233
2023
Q4 		$2.46M Buy
+12,439
New +$1.97M 0.03% 234
2023
Q3 		– Sell
-6,586
Closed -$1.72M – 776
2023
Q2 		$1.72M Sell
6,586
-216,619
-97% -$26.6M 0.02% 263
2023
Q1 		$33.7M Buy
223,205
+210,578
+1,668% +$22.1M 0.58% 41
2022
Q4 		$1.12M Hold
12,627
– – 0.02% 267
2022
Q3 		$990K Sell
12,627
-279
-2% -$27K 0.02% 236
2022
Q2 		$1.3M Hold
12,906
– – 0.03% 230
2022
Q1 		$1.41M Buy
+12,906
New +$1.53M 0.03% 229
2021
Q4 		– Sell
-12,900
Closed -$1.38M – 566
2021
Q3 		$1.38M Hold
12,900
– – 0.04% 204
2021
Q2 		$1.43M Sell
12,900
-500
-4% -$55.2K 0.04% 210
2021
Q1 		$1.39M Sell
13,400
-1,000
-7% -$100K 0.04% 200
2020
Q4 		$1.35M Hold
14,400
– – 0.05% 160
2020
Q3 		$1.4M Buy
+14,400
New +$1.37M 0.06% 141
2020
Q2 		– Sell
-15,335
Closed -$1.13M – 154
2020
Q1 		$950K Hold
15,335
– – 0.05% 172
2019
Q4 		$1.23M Sell
15,335
-251,439
-94% -$19.6M 0.05% 165
2019
Q3 		$18.5M Sell
266,774
-16,040
-6% -$1.04M 0.92% 26
2019
Q2 		$18.8M Sell
282,814
-242
-0.1% -$15.5K 1.17% 19
2019
Q1 		$16.8M Sell
283,056
-2,550
-0.9% -$151K 1.61% 23
2018
Q4 		$15.5M Sell
285,606
-8,182
-3% -$480K 1.19% 19
2018
Q3 		$21.3M Sell
293,788
-10,195
-3% -$722K 1.66% 9
2018
Q2 		$18.9M Sell
303,983
-8,175
-3% -$497K 1.78% 8
2018
Q1 		$18M Sell
312,158
-8,500
-3% -$492K 1.74% 9
2017
Q4 		$18.4M Sell
320,658
-15,761
-5% -$872K 1.94% 9
2017
Q3 		$16.5M Sell
336,419
-1,328
-0.4% -$59.2K 1.91% 10
2017
Q2 		$14.8M Sell
337,747
-767
-0.2% -$32.1K 1.81% 11
2017
Q1 		$14.6M Hold
338,514
– – 2.01% 9
2016
Q4 		$14.8M Sell
338,514
-8,795
-3% -$394K 2.16% 9
2016
Q3 		$15.3M Sell
347,309
-25,211
-7% -$1.07M 2.39% 6
2016
Q2 		$14.9M Buy
372,520
+15,051
+4% +$579K 2.37% 5
2016
Q1 		$13.6M Buy
+357,469
New +$12.1M 2.09% 7

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's SSD Position: Q1 2026 in Review

EP Wealth Advisors reduced its Simpson Manufacturing (SSD) stake by 2.6% in Q1 2026, selling an estimated $58.4K and leaving 11,865 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #476.

EP Wealth Advisors first reported a position in SSD in Q1 2016 and has held it in 37 quarters since. The position peaked at $33.7M in Q1 2023. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • EP Wealth Advisors held 11,865 shares of Simpson Manufacturing worth $2.04M as of Q1 2026.
  • EP Wealth Advisors sold 317 Simpson Manufacturing shares in Q1 2026, an estimated $58.4K.
  • Simpson Manufacturing made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #476 holding.
  • EP Wealth Advisors first reported a position in Simpson Manufacturing in Q1 2016 and has held it in 37 quarters since.
  • EP Wealth Advisors's Simpson Manufacturing position peaked at $33.7M in Q1 2023.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.