Planned Solutions’s Simpson Manufacturing SSD Stock Holding History

Planned 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
2026 Q3	–	Sell	-990	Closed	-$207K	–	161
2026 Q2	$207K	Buy	+990	New	+$185K	0.06%	147
2024 Q4	–	Sell	-990	Closed	-$189K	–	560
2024 Q3	$189K	Buy	+990	New	+$178K	0.08%	119
2024 Q2	–	Sell	-1,000	Closed	-$205K	–	109
2024 Q1	$205K	Buy	1,000 +35	+4%	+$6.78K	0.1%	96
2023 Q4	$191K	Buy	+965	New	+$153K	0.09%	89
2021 Q1	–	Sell	-500	Closed	-$47K	–	360
2020 Q4	$47K	Buy	+500	New	+$46.4K	0.04%	214

Other funds holding SSD

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Planned Solutions's SSD Position: Q3 2026 in Review

Planned Solutions sold out of Simpson Manufacturing (SSD) in Q3 2026, closing a stake of 990 shares — an estimated $207K sold.

Planned Solutions first reported a position in SSD in Q4 2020 and held it in 5 quarters. The position peaked at $207K in Q2 2026. 43 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Planned Solutions reported no remaining Simpson Manufacturing position as of Q3 2026 after selling out during the quarter.
Planned Solutions sold 990 Simpson Manufacturing shares in Q3 2026, an estimated $207K.
Planned Solutions first reported a position in Simpson Manufacturing in Q4 2020 and held it in 5 quarters.
Planned Solutions's Simpson Manufacturing position peaked at $207K in Q2 2026.
43 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.