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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
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

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Peterson Wealth Services's SSD Position: Q2 2026 in Review

Peterson Wealth Services increased its Simpson Manufacturing (SSD) stake by 5.9% in Q2 2026, buying an estimated $55.2K and bringing the position to 5,313 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #73.

Peterson Wealth Services first reported a position in SSD in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Peterson Wealth Services held 5,313 shares of Simpson Manufacturing worth $1.11M as of Q2 2026.
  • Peterson Wealth Services bought 295 Simpson Manufacturing shares in Q2 2026, an estimated $55.2K.
  • Simpson Manufacturing made up 0.24% of Peterson Wealth Services's portfolio in Q2 2026, its #73 holding.
  • Peterson Wealth Services first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 11 quarters since.
  • 149 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.