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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
Q2 		$837K Hold
4,000
– – 0.26% 93
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 $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

Medallion Wealth Advisors's SSD Position: Q2 2026 in Review

Medallion Wealth Advisors held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 4,000 shares worth $837K. The position accounts for 0.26% of the portfolio, ranked #93.

Medallion Wealth Advisors first reported a position in SSD in Q2 2025 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Medallion Wealth Advisors held 4,000 shares of Simpson Manufacturing worth $837K as of Q2 2026.
  • Medallion Wealth Advisors left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up 0.26% of Medallion Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Medallion Wealth Advisors first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 5 quarters since.
  • 487 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.