Moran Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Moran Wealth Management’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	$5.23M	Sell	30,461 -53	-0.2%	-$9.77K	0.16%	187
2025 Q4	$4.93M	Sell	30,514 -402	-1%	-$68K	0.15%	204
2025 Q3	$5.18M	Buy	30,916 +168	+0.5%	+$30.1K	0.16%	170
2025 Q2	$4.78M	Buy	30,748 +577	+2%	+$89.4K	0.15%	187
2025 Q1	$4.74M	Buy	30,171 +1,015	+3%	+$167K	0.16%	181
2024 Q4	$4.83M	Sell	29,156 -671	-2%	-$123K	0.15%	171
2024 Q3	$5.71M	Buy	29,827 +228	+0.8%	+$41K	0.18%	155
2024 Q2	$4.99M	Buy	29,599 +1,040	+4%	+$182K	0.16%	171
2024 Q1	$5.86M	Buy	28,559 +13,902	+95%	+$2.69M	0.19%	151
2023 Q4	$2.9M	Buy	14,657 +193	+1%	+$30.6K	0.1%	223
2023 Q3	$2.17M	Buy	+14,464	New	+$2.2M	0.08%	210

Other funds holding SSD

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moran Wealth Management's SSD Position: Q1 2026 in Review

Moran Wealth Management reduced its Simpson Manufacturing (SSD) stake by 0.17% in Q1 2026, selling an estimated $9.77K and leaving 30,461 shares worth $5.23M. The position accounts for 0.16% of the portfolio, ranked #187.

Moran Wealth Management first reported a position in SSD in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.86M in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Moran Wealth Management held 30,461 shares of Simpson Manufacturing worth $5.23M as of Q1 2026.
Moran Wealth Management sold 53 Simpson Manufacturing shares in Q1 2026, an estimated $9.77K.
Simpson Manufacturing made up 0.16% of Moran Wealth Management's portfolio in Q1 2026, its #187 holding.
Moran Wealth Management first reported a position in Simpson Manufacturing in Q3 2023 and has held it in 11 quarters since.
Moran Wealth Management's Simpson Manufacturing position peaked at $5.86M in Q1 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.