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Gitterman Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Gitterman Wealth 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
2025
Q3 		– Sell
-891
Closed -$139K – 302
2025
Q2 		$139K Buy
+891
New +$138K 0.03% 204

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Gitterman Wealth Management's SSD Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Simpson Manufacturing (SSD) in Q3 2025, closing a stake of 891 shares — an estimated $139K sold.

Gitterman Wealth Management first reported a position in SSD in Q2 2025 and held it in 1 quarter. The position peaked at $139K in Q2 2025. 437 funds tracked by Wall St. Rank hold SSD as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Simpson Manufacturing position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 891 Simpson Manufacturing shares in Q3 2025, an estimated $139K.
  • Gitterman Wealth Management first reported a position in Simpson Manufacturing in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Simpson Manufacturing position peaked at $139K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.