Quantum Private Wealth’s Simpson Manufacturing SSD Stock Holding History

Quantum Private Wealth’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 Q1	$311K	Sell	1,811 -3,201	-64%	-$590K	0.1%	122
2025 Q4	$809K	Hold	5,012	–	–	0.24%	71
2025 Q3	$839K	Hold	5,012	–	–	0.25%	68
2025 Q2	$778K	Hold	5,012	–	–	0.25%	68
2025 Q1	$787K	Hold	5,012	–	–	0.3%	65
2024 Q4	$831K	Sell	5,012 -27	-0.5%	-$4.95K	0.27%	67
2024 Q3	$964K	Hold	5,039	–	–	0.33%	62
2024 Q2	$849K	Sell	5,039 -292	-5%	-$51.1K	0.3%	66
2024 Q1	$1.09M	Hold	5,331	–	–	0.41%	54
2023 Q4	$1.06M	Sell	5,331 -11	-0.2%	-$1.75K	0.44%	52
2023 Q3	$800K	Hold	5,342	–	–	0.38%	58
2023 Q2	$740K	Hold	5,342	–	–	0.34%	68
2023 Q1	$586K	Hold	5,342	–	–	0.32%	77
2022 Q4	$474K	Buy	5,342 +349	+7%	+$30.5K	0.3%	86
2022 Q3	$391K	Hold	4,993	–	–	0.24%	105
2022 Q2	$502K	Hold	4,993	–	–	0.3%	81
2022 Q1	$544K	Hold	4,993	–	–	0.23%	90
2021 Q4	$694K	Buy	+4,993	New	+$603K	0.26%	81

Other funds holding SSD

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantum Private Wealth's SSD Position: Q1 2026 in Review

Quantum Private Wealth reduced its Simpson Manufacturing (SSD) stake by 64% in Q1 2026, selling an estimated $590K and leaving 1,811 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #122.

Quantum Private Wealth first reported a position in SSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Quantum Private Wealth held 1,811 shares of Simpson Manufacturing worth $311K as of Q1 2026.
Quantum Private Wealth sold 3,201 Simpson Manufacturing shares in Q1 2026, an estimated $590K.
Simpson Manufacturing made up 0.1% of Quantum Private Wealth's portfolio in Q1 2026, its #122 holding.
Quantum Private Wealth first reported a position in Simpson Manufacturing in Q4 2021 and has held it in 18 quarters since.
Quantum Private Wealth's Simpson Manufacturing position peaked at $1.09M in Q1 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.