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Mount Yale Investment Advisors’s Simpson Manufacturing SSD Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-63
Closed -$9.79K – 1484
2025
Q2 		$9.79K Buy
+63
New +$9.76K ﹤0.01% 1137

Other funds holding SSD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Mount Yale Investment Advisors's SSD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Simpson Manufacturing (SSD) in Q3 2025, closing a stake of 63 shares — an estimated $9.79K sold.

Mount Yale Investment Advisors first reported a position in SSD in Q2 2025 and held it in 1 quarter. The position peaked at $9.79K in Q2 2025. 437 funds tracked by Wall St. Rank hold SSD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Simpson Manufacturing position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 63 Simpson Manufacturing shares in Q3 2025, an estimated $9.79K.
  • Mount Yale Investment Advisors first reported a position in Simpson Manufacturing in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Simpson Manufacturing position peaked at $9.79K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.