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Outlook Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History

Outlook Wealth 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
-2,198
Closed -$341K – 325
2025
Q2 		$341K Sell
2,198
-27
-1% -$4.18K 0.09% 214
2025
Q1 		$350K Buy
2,225
+43
+2% +$7.06K 0.1% 205
2024
Q4 		$362K Buy
+2,182
New +$400K 0.1% 199
2024
Q2 		– Sell
-1,782
Closed -$366K – 292
2024
Q1 		$366K Buy
1,782
+318
+22% +$61.6K 0.11% 175
2023
Q4 		$290K Buy
+1,464
New +$232K 0.1% 176

Other funds holding SSD

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

Outlook Wealth Advisors's SSD Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Simpson Manufacturing (SSD) in Q3 2025, closing a stake of 2,198 shares — an estimated $341K sold.

Outlook Wealth Advisors first reported a position in SSD in Q4 2023 and held it in 5 quarters. The position peaked at $366K in Q1 2024. 437 funds tracked by Wall St. Rank hold SSD as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Simpson Manufacturing position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,198 Simpson Manufacturing shares in Q3 2025, an estimated $341K.
  • Outlook Wealth Advisors first reported a position in Simpson Manufacturing in Q4 2023 and held it in 5 quarters.
  • Outlook Wealth Advisors's Simpson Manufacturing position peaked at $366K in Q1 2024.
  • 437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.