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Robertson Stephens Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Robertson Stephens Wealth Management’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 		$273K Sell
1,305
-12
-0.9% -$2.25K 0.01% 547
2026
Q1 		$226K Buy
1,317
+7
+0.5% +$1.29K 0.01% 564
2025
Q4 		$212K Buy
1,310
+5
+0.4% +$845 0.01% 594
2025
Q3 		$219K Buy
+1,305
New +$234K 0.01% 502
2025
Q2 		– Sell
-1,743
Closed -$274K – 590
2025
Q1 		$274K Sell
1,743
-826
-32% -$136K 0.01% 470
2024
Q4 		$426K Buy
2,569
+261
+11% +$47.8K 0.02% 393
2024
Q3 		$441K Hold
2,308
– – 0.02% 443
2024
Q2 		$389K Hold
2,308
– – 0.02% 365
2024
Q1 		$474K Buy
2,308
+1,246
+117% +$241K 0.03% 349
2023
Q4 		$210K Buy
+1,062
New +$168K 0.01% 429

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
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

Robertson Stephens Wealth Management's SSD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Simpson Manufacturing (SSD) stake by 0.91% in Q2 2026, selling an estimated $2.25K and leaving 1,305 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #547.

Robertson Stephens Wealth Management first reported a position in SSD in Q4 2023 and has held it in 10 quarters since. The position peaked at $474K in Q1 2024. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,305 shares of Simpson Manufacturing worth $273K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 12 Simpson Manufacturing shares in Q2 2026, an estimated $2.25K.
  • Simpson Manufacturing made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Robertson Stephens Wealth Management first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 10 quarters since.
  • Robertson Stephens Wealth Management's Simpson Manufacturing position peaked at $474K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.