Pinnacle Wealth Planning Services’s Simpson Manufacturing SSD Stock Holding History

Pinnacle Wealth Planning 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 Q1	$21.1K	Sell	123 -66	-35%	-$12.2K	﹤0.01%	1670
2025 Q4	$30.5K	Buy	+189	New	+$31.9K	﹤0.01%	1505
2024 Q4	–	Sell	-1,072	Closed	-$205K	–	541
2024 Q3	$205K	Buy	+1,072	New	+$193K	0.03%	455
2024 Q2	–	Sell	-1,072	Closed	-$220K	–	546
2024 Q1	$220K	Hold	1,072	–	–	0.03%	393
2023 Q4	$212K	Buy	+1,072	New	+$170K	0.03%	381
2021 Q1	–	Sell	-466	Closed	-$44K	–	1723
2020 Q4	$44K	Buy	+466	New	+$43.3K	0.01%	851

Other funds holding SSD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's SSD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Simpson Manufacturing (SSD) stake by 35% in Q1 2026, selling an estimated $12.2K and leaving 123 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Pinnacle Wealth Planning Services first reported a position in SSD in Q4 2020 and has held it in 6 quarters since. The position peaked at $220K in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Pinnacle Wealth Planning Services held 123 shares of Simpson Manufacturing worth $21.1K as of Q1 2026.
Pinnacle Wealth Planning Services sold 66 Simpson Manufacturing shares in Q1 2026, an estimated $12.2K.
Simpson Manufacturing made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1670 holding.
Pinnacle Wealth Planning Services first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Simpson Manufacturing position peaked at $220K in Q1 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.