Orion Portfolio Solutions’s Simpson Manufacturing SSD Stock Holding History

Orion Portfolio Solutions’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 Q1	$936K	Sell	5,961 -845	-12%	-$139K	0.01%	1119
2024 Q4	$1.13M	Sell	6,806 -634	-9%	-$116K	0.01%	979
2024 Q3	$1.42M	Buy	7,440 +1,844	+33%	+$331K	0.01%	859
2024 Q2	$943K	Buy	5,596 +4,399	+368%	+$770K	0.01%	1022
2024 Q1	$246K	Sell	1,197 -41	-3%	-$7.94K	﹤0.01%	1537
2023 Q4	$232K	Buy	+1,238	New	+$196K	﹤0.01%	1513
2023 Q3	–	Sell	-1,944	Closed	-$269K	–	1673
2023 Q2	$269K	Buy	+1,944	New	+$239K	﹤0.01%	1444
2020 Q1	–	Sell	-57	Closed	-$5K	–	2282
2019 Q4	$5K	Buy	+57	New	+$4.44K	﹤0.01%	1277

Other funds holding SSD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Orion Portfolio Solutions's SSD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Simpson Manufacturing (SSD) stake by 12% in Q1 2025, selling an estimated $139K and leaving 5,961 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #1119.

Orion Portfolio Solutions first reported a position in SSD in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

Orion Portfolio Solutions held 5,961 shares of Simpson Manufacturing worth $936K as of Q1 2025.
Orion Portfolio Solutions sold 845 Simpson Manufacturing shares in Q1 2025, an estimated $139K.
Simpson Manufacturing made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1119 holding.
Orion Portfolio Solutions first reported a position in Simpson Manufacturing in Q4 2019 and has held it in 8 quarters since.
Orion Portfolio Solutions's Simpson Manufacturing position peaked at $1.42M in Q3 2024.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.