MWA
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Medallion Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Medallion Wealth Advisors’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
Q1 		$686K Hold
4,000
– – 0.22% 99
2025
Q4 		$646K Hold
4,000
– – 0.22% 103
2025
Q3 		$670K Hold
4,000
– – 0.24% 99
2025
Q2 		$641K Buy
+4,000
New +$620K 0.25% 98

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return

Medallion Wealth Advisors's SSD Position: Q1 2026 in Review

Medallion Wealth Advisors held its Simpson Manufacturing (SSD) position steady in Q1 2026 at 4,000 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #99.

Medallion Wealth Advisors first reported a position in SSD in Q2 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Medallion Wealth Advisors held 4,000 shares of Simpson Manufacturing worth $686K as of Q1 2026.
  • Medallion Wealth Advisors left its Simpson Manufacturing share count unchanged in Q1 2026.
  • Simpson Manufacturing made up 0.22% of Medallion Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Medallion Wealth Advisors first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.