EverSource Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

EverSource 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 Q2	$65.1K	Sell	311 -276	-47%	-$51.6K	﹤0.01%	1610
2026 Q1	$101K	Sell	587 -9	-2%	-$1.66K	﹤0.01%	1421
2025 Q4	$96.2K	Buy	596 +422	+243%	+$71.3K	﹤0.01%	1333
2025 Q3	$29.1K	Buy	174 +14	+9%	+$2.5K	﹤0.01%	2083
2025 Q2	$24.9K	Buy	160 +92	+135%	+$14.3K	﹤0.01%	2130
2025 Q1	$10.7K	Buy	68 +35	+106%	+$5.75K	﹤0.01%	2076
2024 Q4	$5.47K	Sell	33 -19	-37%	-$3.48K	﹤0.01%	2301
2024 Q3	$9.95K	Buy	52 +6	+13%	+$1.08K	﹤0.01%	1869
2024 Q2	$8.84K	Sell	46 -5	-10%	-$875	﹤0.01%	1915
2024 Q1	$8.87K	Hold	51	–	–	﹤0.01%	1755
2023 Q4	$10.1K	Buy	51 +41	+410%	+$6.5K	﹤0.01%	1552
2023 Q3	$1.5K	Hold	10	–	–	﹤0.01%	2092
2023 Q2	$1.39K	Sell	10 -2	-17%	-$246	﹤0.01%	2121
2023 Q1	$1.32K	Buy	12 +6	+100%	+$629	﹤0.01%	2052
2022 Q4	$532	Buy	+6	New	+$524	﹤0.01%	2194

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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

EverSource Wealth Advisors's SSD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Simpson Manufacturing (SSD) stake by 47% in Q2 2026, selling an estimated $51.6K and leaving 311 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

EverSource Wealth Advisors first reported a position in SSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $101K in Q1 2026. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

EverSource Wealth Advisors held 311 shares of Simpson Manufacturing worth $65.1K as of Q2 2026.
EverSource Wealth Advisors sold 276 Simpson Manufacturing shares in Q2 2026, an estimated $51.6K.
Simpson Manufacturing made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1610 holding.
EverSource Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Simpson Manufacturing position peaked at $101K in Q1 2026.
488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.