Private Advisor Group’s Simpson Manufacturing SSD Stock Holding History

Private Advisor 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	-2,438	Closed	-$383K	–	2567
2025 Q1	$383K	Sell	2,438 -39	-2%	-$6.4K	﹤0.01%	1740
2024 Q4	$411K	Buy	+2,477	New	+$454K	﹤0.01%	1689
2024 Q2	–	Sell	-2,199	Closed	-$451K	–	2456
2024 Q1	$451K	Buy	2,199 +91	+4%	+$17.6K	﹤0.01%	1585
2023 Q4	$417K	Sell	2,108 -25	-1%	-$3.96K	﹤0.01%	1576
2023 Q3	$320K	Buy	2,133 +34	+2%	+$5.17K	﹤0.01%	1584
2023 Q2	$291K	Buy	+2,099	New	+$258K	﹤0.01%	1649
2020 Q3	–	Sell	-54	Closed	-$5K	–	3174
2020 Q2	$5K	Buy	+54	New	+$3.98K	﹤0.01%	3268

Other funds holding SSD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Private Advisor Group's SSD Position: Q2 2025 in Review

Private Advisor Group sold out of Simpson Manufacturing (SSD) in Q2 2025, closing a stake of 2,438 shares — an estimated $383K sold.

Private Advisor Group first reported a position in SSD in Q2 2020 and held it in 7 quarters. The position peaked at $451K in Q1 2024. 433 funds tracked by Wall St. Rank hold SSD as of Q2 2025.

Private Advisor Group reported no remaining Simpson Manufacturing position as of Q2 2025 after selling out during the quarter.
Private Advisor Group sold 2,438 Simpson Manufacturing shares in Q2 2025, an estimated $383K.
Private Advisor Group first reported a position in Simpson Manufacturing in Q2 2020 and held it in 7 quarters.
Private Advisor Group's Simpson Manufacturing position peaked at $451K in Q1 2024.
433 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2025.

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