Private Wealth Management Group’s Simpson Manufacturing SSD Stock Holding History

Private Wealth Management 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
2026 Q2	$4.61K	Hold	22	–	–	﹤0.01%	876
2026 Q1	$3.78K	Hold	22	–	–	﹤0.01%	869
2025 Q4	$3.55K	Hold	22	–	–	﹤0.01%	901
2025 Q3	$3.69K	Hold	22	–	–	﹤0.01%	912
2025 Q2	$3.42K	Sell	22 -18	-45%	-$2.79K	﹤0.01%	910
2025 Q1	$6.28K	Buy	40 +9	+29%	+$1.48K	﹤0.01%	632
2024 Q4	$5.14K	Sell	31 -11	-26%	-$2.02K	﹤0.01%	731
2024 Q3	$8.03K	Hold	42	–	–	﹤0.01%	531
2024 Q2	$7.08K	Buy	42 +25	+147%	+$4.38K	﹤0.01%	563
2024 Q1	$3.49K	Sell	17 -5	-23%	-$969	﹤0.01%	756
2023 Q4	$4.36K	Buy	+22	New	+$3.49K	﹤0.01%	680

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

Private Wealth Management Group's SSD Position: Q2 2026 in Review

Private Wealth Management Group held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 22 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Private Wealth Management Group first reported a position in SSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.03K in Q3 2024. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Private Wealth Management Group held 22 shares of Simpson Manufacturing worth $4.61K as of Q2 2026.
Private Wealth Management Group left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #876 holding.
Private Wealth Management Group first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Simpson Manufacturing position peaked at $8.03K in Q3 2024.
485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.