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Legacy Investment Solutions’s Simpson Manufacturing SSD Stock Holding History

Legacy Investment Solutions’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 		$622 Buy
+4
New +$620 ﹤0.01% 637
2024
Q4 		$1.16K Buy
7
+3
+75% +$549 ﹤0.01% 574
2024
Q3 		$736 Buy
+4
New +$718 ﹤0.01% 574

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Fidelity Investments
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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

Legacy Investment Solutions's SSD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simpson Manufacturing (SSD) in Q2 2025: 4 shares worth $622. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SSD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SSD in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.16K in Q4 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

  • Legacy Investment Solutions held 4 shares of Simpson Manufacturing worth $622 as of Q2 2025.
  • Simpson Manufacturing was a new Legacy Investment Solutions position in Q2 2025.
  • Simpson Manufacturing made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #637 holding.
  • Legacy Investment Solutions first reported a position in Simpson Manufacturing in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Simpson Manufacturing position peaked at $1.16K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.