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Kestra Private Wealth Services’s Simpson Manufacturing SSD Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-2,965
Closed -$466K – 1671
2025
Q1 		$466K Buy
2,965
+71
+2% +$11.7K 0.01% 990
2024
Q4 		$480K Buy
2,894
+199
+7% +$36.4K 0.01% 933
2024
Q3 		$515K Buy
2,695
+20
+0.7% +$3.59K 0.01% 861
2024
Q2 		$451K Buy
2,675
+173
+7% +$30.3K 0.01% 876
2024
Q1 		$513K Buy
2,502
+63
+3% +$12.2K 0.01% 785
2023
Q4 		$483K Sell
2,439
-69
-3% -$10.9K 0.01% 742
2023
Q3 		$376K Sell
2,508
-44
-2% -$6.69K 0.01% 767
2023
Q2 		$353K Buy
2,552
+53
+2% +$6.51K 0.01% 758
2023
Q1 		$274K Buy
+2,499
New +$262K 0.01% 821

Other funds holding SSD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Kestra Private Wealth Services's SSD Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 2,965 shares — an estimated $466K sold.

Kestra Private Wealth Services first reported a position in SSD in Q1 2023 and held it in 9 quarters. The position peaked at $515K in Q3 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,965 Simpson Manufacturing shares in Q2 2025, an estimated $466K.
  • Kestra Private Wealth Services first reported a position in Simpson Manufacturing in Q1 2023 and held it in 9 quarters.
  • Kestra Private Wealth Services's Simpson Manufacturing position peaked at $515K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.