Roundview Capital’s Simpson Manufacturing SSD Stock Holding History

Roundview Capital’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	$817K	Hold	3,902	–	–	0.04%	236
2026 Q1	$670K	Buy	3,902 +618	+19%	+$114K	0.04%	241
2025 Q4	$530K	Buy	+3,284	New	+$555K	0.03%	249
2025 Q2	–	Sell	-4,292	Closed	-$674K	–	333
2025 Q1	$674K	Buy	4,292 +772	+22%	+$127K	0.05%	233
2024 Q4	$584K	Buy	+3,520	New	+$645K	0.04%	257

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

Roundview Capital's SSD Position: Q2 2026 in Review

Roundview Capital held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 3,902 shares worth $817K. The position accounts for 0.04% of the portfolio, ranked #236.

Roundview Capital first reported a position in SSD in Q4 2024 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Roundview Capital held 3,902 shares of Simpson Manufacturing worth $817K as of Q2 2026.
Roundview Capital left its Simpson Manufacturing share count unchanged in Q2 2026.
Simpson Manufacturing made up 0.04% of Roundview Capital's portfolio in Q2 2026, its #236 holding.
Roundview Capital first reported a position in Simpson Manufacturing in Q4 2024 and has held it in 5 quarters since.
486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.