Principia Wealth Advisory’s Simpson Manufacturing SSD Stock Holding History

Principia Wealth Advisory’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	$1.68K	Hold	8	–	–	﹤0.01%	636
2026 Q1	$1.37K	Hold	8	–	–	﹤0.01%	623
2025 Q4	$1.29K	Hold	8	–	–	﹤0.01%	594
2025 Q3	$1.34K	Buy	8 +3	+60%	+$537	﹤0.01%	542
2025 Q2	$777	Buy	5 +3	+150%	+$465	﹤0.01%	638
2025 Q1	$302	Buy	+2	New	+$328	﹤0.01%	698

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Principia Wealth Advisory's SSD Position: Q2 2026 in Review

Principia Wealth Advisory held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 8 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Principia Wealth Advisory first reported a position in SSD in Q1 2025 and has held it in 6 quarters since. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Principia Wealth Advisory held 8 shares of Simpson Manufacturing worth $1.68K as of Q2 2026.
Principia Wealth Advisory left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #636 holding.
Principia Wealth Advisory first reported a position in Simpson Manufacturing in Q1 2025 and has held it in 6 quarters since.
485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.