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 Q2	$379K	Hold	1,811	–	–	0.1%	121
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 $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

Quantum Private Wealth's SSD Position: Q2 2026 in Review

Quantum Private Wealth held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 1,811 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #121.

Quantum Private Wealth first reported a position in SSD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2024. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Quantum Private Wealth held 1,811 shares of Simpson Manufacturing worth $379K as of Q2 2026.
Quantum Private Wealth left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up 0.1% of Quantum Private Wealth's portfolio in Q2 2026, its #121 holding.
Quantum Private Wealth first reported a position in Simpson Manufacturing in Q4 2021 and has held it in 19 quarters since.
Quantum Private Wealth's Simpson Manufacturing position peaked at $1.09M in Q1 2024.
486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.