NW
SSD icon

NewEdge Wealth’s Simpson Manufacturing SSD Stock Holding History

NewEdge Wealth’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 		$4.12M Sell
23,993
-3,553
-13% -$655K 0.05% 262
2025
Q4 		$4.45M Sell
27,546
-1,734
-6% -$293K 0.05% 254
2025
Q3 		$4.97M Buy
29,280
+92
+0.3% +$16.5K 0.07% 205
2025
Q2 		$5.31M Sell
29,188
-2,169
-7% -$336K 0.08% 190
2025
Q1 		$4.93M Sell
31,357
-1,458
-4% -$239K 0.09% 188
2024
Q4 		$5.44M Sell
32,815
-5,876
-15% -$1.08M 0.09% 177
2024
Q3 		$7.4M Buy
38,691
+5,711
+17% +$1.03M 0.13% 141
2024
Q2 		$5.56M Buy
32,980
+118
+0.4% +$20.7K 0.12% 151
2024
Q1 		$5.86M Sell
32,862
-32
-0.1% -$6.2K 0.13% 142
2023
Q4 		$6.51M Sell
32,894
-507
-2% -$80.4K 0.17% 129
2023
Q3 		$5M Sell
33,401
-385
-1% -$58.5K 0.16% 131
2023
Q2 		$4.68M Sell
33,786
-285
-0.8% -$35K 0.16% 133
2023
Q1 		$3.74M Sell
34,071
-2,042
-6% -$214K 0.14% 140
2022
Q4 		$3.2M Buy
36,113
+6,706
+23% +$586K 0.14% 140
2022
Q3 		$2.31M Buy
29,407
+2,256
+8% +$218K 0.11% 170
2022
Q2 		$2.73M Buy
27,151
+8,096
+42% +$841K 0.12% 152
2022
Q1 		$2.08M Sell
19,055
-2
-0% -$237 0.09% 153
2021
Q4 		$2.65M Buy
19,057
+8
+0% +$965 0.11% 142
2021
Q3 		$2.04M Buy
19,049
+138
+0.7% +$15.3K 0.12% 129
2021
Q2 		$2.09M Buy
18,911
+1,716
+10% +$189K 0.16% 120
2021
Q1 		$1.78M Buy
17,195
+9,068
+112% +$908K 0.18% 115
2020
Q4 		$759K Buy
+8,127
New +$755K 0.23% 98

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Wealth's SSD Position: Q1 2026 in Review

NewEdge Wealth reduced its Simpson Manufacturing (SSD) stake by 13% in Q1 2026, selling an estimated $655K and leaving 23,993 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #262.

NewEdge Wealth first reported a position in SSD in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.4M in Q3 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • NewEdge Wealth held 23,993 shares of Simpson Manufacturing worth $4.12M as of Q1 2026.
  • NewEdge Wealth sold 3,553 Simpson Manufacturing shares in Q1 2026, an estimated $655K.
  • Simpson Manufacturing made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #262 holding.
  • NewEdge Wealth first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Simpson Manufacturing position peaked at $7.4M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.