HWM
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HB Wealth Management’s Simpson Manufacturing SSD Stock Holding History

HB 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
2026
Q2 		$335K Buy
1,598
+90
+6% +$16.8K ﹤0.01% 1317
2026
Q1 		$259K Buy
1,508
+47
+3% +$8.66K ﹤0.01% 1310
2025
Q4 		$236K Buy
+1,461
New +$247K ﹤0.01% 1266

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
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

HB Wealth Management's SSD Position: Q2 2026 in Review

HB Wealth Management increased its Simpson Manufacturing (SSD) stake by 6% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,598 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

HB Wealth Management first reported a position in SSD in Q4 2025 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • HB Wealth Management held 1,598 shares of Simpson Manufacturing worth $335K as of Q2 2026.
  • HB Wealth Management bought 90 Simpson Manufacturing shares in Q2 2026, an estimated $16.8K.
  • Simpson Manufacturing made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1317 holding.
  • HB Wealth Management first reported a position in Simpson Manufacturing in Q4 2025 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.