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Legacy Wealth Management (Idaho)’s Simpson Manufacturing SSD Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$687 – 858
2026
Q1 		$687 Hold
4
– – ﹤0.01% 914
2025
Q4 		$646 Hold
4
– – ﹤0.01% 802
2025
Q3 		$670 Hold
4
– – ﹤0.01% 661
2025
Q2 		$622 Sell
4
-3
-43% -$465 ﹤0.01% 637
2025
Q1 		$1.1K Hold
7
– – ﹤0.01% 632
2024
Q4 		$1.16K Buy
7
+3
+75% +$549 ﹤0.01% 574
2024
Q3 		$736 Buy
+4
New +$718 ﹤0.01% 574

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

Legacy Wealth Management (Idaho)'s SSD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Simpson Manufacturing (SSD) in Q2 2026, closing a stake of 4 shares — an estimated $687 sold.

Legacy Wealth Management (Idaho) first reported a position in SSD in Q3 2024 and held it in 7 quarters. The position peaked at $1.16K in Q4 2024. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Simpson Manufacturing position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Simpson Manufacturing shares in Q2 2026, an estimated $687.
  • Legacy Wealth Management (Idaho) first reported a position in Simpson Manufacturing in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Simpson Manufacturing position peaked at $1.16K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.