Peterson Wealth Services’s Simpson Manufacturing SSD Stock Holding History

Peterson Wealth Services’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 Q3	$990K	Buy	5,794 +481	+9%	+$89.4K	0.21%	79
2026 Q2	$1.11M	Buy	5,313 +295	+6%	+$55.2K	0.24%	73
2026 Q1	$861K	Buy	5,018 +152	+3%	+$28K	0.21%	74
2025 Q4	$786K	Buy	4,866 +3,505	+258%	+$593K	0.2%	74
2025 Q3	$832K	Sell	1,361 -3,557	-72%	-$637K	0.21%	73
2025 Q2	$764K	Buy	4,918 +2	+0%	+$310	0.21%	73
2025 Q1	$772K	Sell	4,916 -37	-0.7%	-$6.08K	0.24%	62
2024 Q4	$821K	Buy	4,953 +308	+7%	+$56.4K	0.25%	74
2024 Q3	$888K	Buy	4,645 +596	+15%	+$107K	0.28%	71
2024 Q2	$682K	Buy	4,049 +596	+17%	+$104K	0.24%	82
2024 Q1	$708K	Buy	3,453 +2,200	+176%	+$426K	0.26%	70
2023 Q4	$248K	Buy	+1,253	New	+$199K	0.11%	86

Other funds holding SSD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Peterson Wealth Services's SSD Position: Q3 2026 in Review

Peterson Wealth Services increased its Simpson Manufacturing (SSD) stake by 9.1% in Q3 2026, buying an estimated $89.4K and bringing the position to 5,794 shares worth $990K. The position accounts for 0.21% of the portfolio, ranked #79.

Peterson Wealth Services first reported a position in SSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2026. 316 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Peterson Wealth Services held 5,794 shares of Simpson Manufacturing worth $990K as of Q3 2026.
Peterson Wealth Services bought 481 Simpson Manufacturing shares in Q3 2026, an estimated $89.4K.
Simpson Manufacturing made up 0.21% of Peterson Wealth Services's portfolio in Q3 2026, its #79 holding.
Peterson Wealth Services first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's Simpson Manufacturing position peaked at $1.11M in Q2 2026.
316 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.