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 Q2	–	Sell	-30,461	Closed	-$5.23M	–	548
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 $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 $3.37T AUM 44.26% 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

Moran Wealth Management's SSD Position: Q2 2026 in Review

Moran Wealth Management sold out of Simpson Manufacturing (SSD) in Q2 2026, closing a stake of 30,461 shares — an estimated $5.23M sold.

Moran Wealth Management first reported a position in SSD in Q3 2023 and held it in 11 quarters. The position peaked at $5.86M in Q1 2024. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Moran Wealth Management reported no remaining Simpson Manufacturing position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 30,461 Simpson Manufacturing shares in Q2 2026, an estimated $5.23M.
Moran Wealth Management first reported a position in Simpson Manufacturing in Q3 2023 and held it in 11 quarters.
Moran Wealth Management's Simpson Manufacturing position peaked at $5.86M in Q1 2024.
486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.