Harbor Investment Advisory’s Simpson Manufacturing SSD Stock Holding History

Harbor Investment Advisory’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	-255	Closed	-$41.2K	–	1353
2025 Q4	$41.2K	Hold	255	–	–	﹤0.01%	693
2025 Q3	$42.7K	Sell	255 -81	-24%	-$14.5K	﹤0.01%	669
2025 Q2	$52.2K	Hold	336	–	–	﹤0.01%	627
2025 Q1	$52.8K	Hold	336	–	–	0.01%	602
2024 Q4	$55.7K	Hold	336	–	–	0.01%	576
2024 Q3	$64.3K	Hold	336	–	–	0.01%	547
2024 Q2	$56.6K	Hold	336	–	–	0.01%	563
2024 Q1	$68.9K	Hold	336	–	–	0.01%	518
2023 Q4	$66.5K	Hold	336	–	–	0.01%	505
2023 Q3	$50.3K	Sell	336 -106	-24%	-$16.1K	0.01%	545
2023 Q2	$61.2K	Hold	442	–	–	0.01%	654
2023 Q1	$48.5K	Buy	442 +145	+49%	+$15.2K	0.01%	713
2022 Q4	$26.3K	Sell	297 -4	-1%	-$349	﹤0.01%	846
2022 Q3	$24K	Hold	301	–	–	﹤0.01%	870
2022 Q2	$30K	Sell	301 -153	-34%	-$15.9K	﹤0.01%	821
2022 Q1	$50K	Sell	454 -312	-41%	-$37K	0.01%	749
2021 Q4	$107K	Hold	766	–	–	0.01%	518
2021 Q3	$82K	Buy	+766	New	+$84.8K	0.01%	583

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's SSD Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Simpson Manufacturing (SSD) in Q1 2026, closing a stake of 255 shares — an estimated $41.2K sold.

Harbor Investment Advisory first reported a position in SSD in Q3 2021 and held it in 18 quarters. The position peaked at $107K in Q4 2021. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Harbor Investment Advisory reported no remaining Simpson Manufacturing position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 255 Simpson Manufacturing shares in Q1 2026, an estimated $41.2K.
Harbor Investment Advisory first reported a position in Simpson Manufacturing in Q3 2021 and held it in 18 quarters.
Harbor Investment Advisory's Simpson Manufacturing position peaked at $107K in Q4 2021.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.