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Integrated Wealth Concepts’s Simpson Manufacturing SSD Stock Holding History

Integrated Wealth Concepts’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 		$704K Sell
3,361
-2,569
-43% -$481K ﹤0.01% 1444
2026
Q1 		$1.02M Buy
5,930
+2,284
+63% +$421K 0.01% 1101
2025
Q4 		$589K Sell
3,646
-1,674
-31% -$283K 0.01% 1016
2025
Q3 		$891K Buy
5,320
+2,756
+107% +$493K 0.01% 1040
2025
Q2 		$398K Sell
2,564
-156
-6% -$24.2K ﹤0.01% 1402
2025
Q1 		$427K Buy
2,720
+286
+12% +$47K 0.01% 1214
2024
Q4 		$404K Sell
2,434
-224
-8% -$41K ﹤0.01% 1224
2024
Q3 		$508K Sell
2,658
-129
-5% -$23.2K 0.01% 1075
2024
Q2 		$470K Sell
2,787
-2
-0.1% -$350 0.01% 1073
2024
Q1 		$572K Sell
2,789
-24
-0.9% -$4.65K 0.01% 993
2023
Q4 		$557K Sell
2,813
-50
-2% -$7.93K 0.01% 955
2023
Q3 		$429K Hold
2,863
– – 0.01% 1045
2023
Q2 		$397K Hold
2,863
– – 0.01% 1098
2023
Q1 		$314K Buy
+2,863
New +$300K 0.01% 1033

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

Integrated Wealth Concepts's SSD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Simpson Manufacturing (SSD) stake by 43% in Q2 2026, selling an estimated $481K and leaving 3,361 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Integrated Wealth Concepts first reported a position in SSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2026. 487 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Integrated Wealth Concepts held 3,361 shares of Simpson Manufacturing worth $704K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,569 Simpson Manufacturing shares in Q2 2026, an estimated $481K.
  • Simpson Manufacturing made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1444 holding.
  • Integrated Wealth Concepts first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Simpson Manufacturing position peaked at $1.02M in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.