RSWM
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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

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 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. 149 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.
  • 149 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.