Montag & Associates’s Simpson Manufacturing SSD Stock Holding History

Montag & Associates’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	$1.45K	Hold	7	–	–	﹤0.01%	903
2026 Q1	$1.19K	Hold	7	–	–	﹤0.01%	887
2025 Q4	$1.07K	Hold	7	–	–	﹤0.01%	917
2025 Q3	$1.2K	Hold	7	–	–	﹤0.01%	988
2025 Q2	$1.13K	Buy	7 +1	+17%	+$155	﹤0.01%	904
2025 Q1	$986	Hold	6	–	–	﹤0.01%	954
2024 Q4	$1.04K	Buy	+6	New	+$1.1K	﹤0.01%	948
2014 Q4	–	Sell	-18,000	Closed	-$525K	–	252
2014 Q3	$525K	Sell	18,000 -23,327	-56%	-$756K	0.09%	166
2014 Q2	$1.5M	Buy	41,327 +15,200	+58%	+$517K	0.25%	114
2014 Q1	$923K	Buy	26,127 +3,725	+17%	+$128K	0.16%	135
2013 Q4	$823K	Buy	+22,402	New	+$779K	0.14%	137

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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

Montag & Associates's SSD Position: Q2 2026 in Review

Montag & Associates held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 7 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Montag & Associates first reported a position in SSD in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2014. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Montag & Associates held 7 shares of Simpson Manufacturing worth $1.45K as of Q2 2026.
Montag & Associates left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #903 holding.
Montag & Associates first reported a position in Simpson Manufacturing in Q4 2013 and has held it in 11 quarters since.
Montag & Associates's Simpson Manufacturing position peaked at $1.5M in Q2 2014.
488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.