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Institute for Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Institute for 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 		$30.6K Buy
+146
New +$27.3K ﹤0.01% 1012
2024
Q4 		– Sell
-1,852
Closed -$354K – 561
2024
Q3 		$354K Buy
+1,852
New +$333K 0.04% 371

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's SSD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Simpson Manufacturing (SSD) in Q2 2026: 146 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SSD as recently as Q3 2024.

Institute for Wealth Management first reported a position in SSD in Q3 2024 and has held it in 2 quarters since. The position peaked at $354K in Q3 2024. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Institute for Wealth Management held 146 shares of Simpson Manufacturing worth $30.6K as of Q2 2026.
  • Simpson Manufacturing was a new Institute for Wealth Management position in Q2 2026.
  • Simpson Manufacturing made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1012 holding.
  • Institute for Wealth Management first reported a position in Simpson Manufacturing in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Simpson Manufacturing position peaked at $354K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.