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Forum Financial Management’s Simpson Manufacturing SSD Stock Holding History

Forum Financial Management’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 		– Sell
-1,283
Closed -$207K – 898
2025
Q4 		$207K Hold
1,283
– – ﹤0.01% 954
2025
Q3 		$215K Buy
+1,283
New +$230K ﹤0.01% 929
2024
Q2 		– Sell
-988
Closed -$203K – 764
2024
Q1 		$203K Buy
+988
New +$191K ﹤0.01% 701

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Forum Financial Management's SSD Position: Q1 2026 in Review

Forum Financial Management sold out of Simpson Manufacturing (SSD) in Q1 2026, closing a stake of 1,283 shares — an estimated $207K sold.

Forum Financial Management first reported a position in SSD in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q3 2025. 461 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Forum Financial Management reported no remaining Simpson Manufacturing position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,283 Simpson Manufacturing shares in Q1 2026, an estimated $207K.
  • Forum Financial Management first reported a position in Simpson Manufacturing in Q1 2024 and held it in 3 quarters.
  • Forum Financial Management's Simpson Manufacturing position peaked at $215K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.