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Portside Wealth Group’s Simpson Manufacturing SSD Stock Holding History

Portside Wealth Group’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
Q2 		– Sell
-1,275
Closed -$200K – 475
2025
Q1 		$200K Buy
+1,275
New +$209K 0.03% 410
2024
Q4 		– Sell
-1,057
Closed -$202K – 441
2024
Q3 		$202K Buy
+1,057
New +$190K 0.03% 372
2024
Q2 		– Sell
-1,040
Closed -$213K – 396
2024
Q1 		$213K Buy
+1,040
New +$201K 0.04% 343

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Portside Wealth Group's SSD Position: Q2 2025 in Review

Portside Wealth Group sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 1,275 shares — an estimated $200K sold.

Portside Wealth Group first reported a position in SSD in Q1 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

  • Portside Wealth Group reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,275 Simpson Manufacturing shares in Q2 2025, an estimated $200K.
  • Portside Wealth Group first reported a position in Simpson Manufacturing in Q1 2024 and held it in 3 quarters.
  • Portside Wealth Group's Simpson Manufacturing position peaked at $213K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

Based on Portside Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.