MWPCG
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Measured Wealth Private Client Group’s Simpson Manufacturing SSD Stock Holding History

Measured Wealth Private Client Group’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 		$31.4K Hold
150
– – 0.01% 402
2026
Q1 		$25.7K Buy
150
+9
+6% +$1.66K 0.01% 420
2025
Q4 		$22.8K Buy
141
+11
+8% +$1.86K 0.01% 450
2025
Q3 		$21.8K Buy
+130
New +$23.3K 0.01% 459

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

Measured Wealth Private Client Group's SSD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 150 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #402.

Measured Wealth Private Client Group first reported a position in SSD in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Measured Wealth Private Client Group held 150 shares of Simpson Manufacturing worth $31.4K as of Q2 2026.
  • Measured Wealth Private Client Group left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #402 holding.
  • Measured Wealth Private Client Group first reported a position in Simpson Manufacturing in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.