Marshall Financial Group (Maryland)’s Simpson Manufacturing SSD Stock Holding History

Marshall Financial Group (Maryland)’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	-5,982	Closed	-$940K	–	271
2025 Q1	$940K	Buy	5,982 +536	+10%	+$88K	0.21%	122
2024 Q4	$903K	Buy	+5,446	New	+$997K	0.22%	119
2024 Q2	–	Sell	-11,379	Closed	-$2.33M	–	194
2024 Q1	$2.33M	Buy	11,379 +255	+2%	+$49.4K	0.67%	36
2023 Q4	$2.2M	Sell	11,124 -494	-4%	-$78.4K	0.71%	37
2023 Q3	$1.74M	Sell	11,618 -264	-2%	-$40.1K	0.63%	44
2023 Q2	$1.65M	Buy	11,882 +3,449	+41%	+$424K	0.56%	50
2023 Q1	$925K	Buy	+8,433	New	+$885K	0.33%	77

Other funds holding SSD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s SSD Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 5,982 shares — an estimated $940K sold.

Marshall Financial Group (Maryland) first reported a position in SSD in Q1 2023 and held it in 7 quarters. The position peaked at $2.33M in Q1 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Marshall Financial Group (Maryland) reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 5,982 Simpson Manufacturing shares in Q2 2025, an estimated $940K.
Marshall Financial Group (Maryland) first reported a position in Simpson Manufacturing in Q1 2023 and held it in 7 quarters.
Marshall Financial Group (Maryland)'s Simpson Manufacturing position peaked at $2.33M in Q1 2024.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.