North Berkeley Wealth Management’s Simpson Manufacturing SSD Stock Holding History

North Berkeley 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	$15.2M	Sell	72,440 -7,150	-9%	-$1.34M	6.13%	4
2026 Q1	$13.7M	Hold	79,590	–	–	7.22%	1
2025 Q4	$12.9M	Hold	79,590	–	–	7.58%	2
2025 Q3	$13.3M	Hold	79,590	–	–	10.52%	1
2025 Q2	$12.4M	Buy	79,590 +200	+0.3%	+$31K	11.34%	1
2025 Q1	$12.5M	Hold	79,390	–	–	12.98%	1
2024 Q4	$13.2M	Buy	+79,390	New	+$14.5M	13.37%	1

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

North Berkeley Wealth Management's SSD Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its Simpson Manufacturing (SSD) stake by 9% in Q2 2026, selling an estimated $1.34M and leaving 72,440 shares worth $15.2M. The position accounts for 6.13% of the portfolio, ranked #4.

North Berkeley Wealth Management first reported a position in SSD in Q4 2024 and has held it in 7 quarters since. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

North Berkeley Wealth Management held 72,440 shares of Simpson Manufacturing worth $15.2M as of Q2 2026.
North Berkeley Wealth Management sold 7,150 Simpson Manufacturing shares in Q2 2026, an estimated $1.34M.
Simpson Manufacturing made up 6.13% of North Berkeley Wealth Management's portfolio in Q2 2026, its #4 holding.
North Berkeley Wealth Management first reported a position in Simpson Manufacturing in Q4 2024 and has held it in 7 quarters since.
485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.