SAG
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SageView Advisory Group’s Simpson Manufacturing SSD Stock Holding History

SageView Advisory Group’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 		– Sell
-399
Closed -$64.5K – 2189
2025
Q4 		$64.5K Buy
+399
New +$67.4K ﹤0.01% 979

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SageView Advisory Group's SSD Position: Q1 2026 in Review

SageView Advisory Group sold out of Simpson Manufacturing (SSD) in Q1 2026, closing a stake of 399 shares — an estimated $64.5K sold.

SageView Advisory Group first reported a position in SSD in Q4 2025 and held it in 1 quarter. The position peaked at $64.5K in Q4 2025. 462 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • SageView Advisory Group reported no remaining Simpson Manufacturing position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 399 Simpson Manufacturing shares in Q1 2026, an estimated $64.5K.
  • SageView Advisory Group first reported a position in Simpson Manufacturing in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Simpson Manufacturing position peaked at $64.5K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.