Sendero Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Sendero 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	$623K	Sell	2,974 -19	-0.6%	-$3.55K	0.06%	154
2026 Q1	$514K	Hold	2,993	–	–	0.06%	157
2025 Q4	$483K	Sell	2,993 -3,332	-53%	-$563K	0.05%	162
2025 Q3	$1.06M	Hold	6,325	–	–	0.12%	96
2025 Q2	$982K	Buy	6,325 +705	+13%	+$109K	0.12%	101
2025 Q1	$883K	Buy	5,620 +828	+17%	+$136K	0.12%	99
2024 Q4	$795K	Hold	4,792	–	–	0.12%	97
2024 Q3	$917K	Hold	4,792	–	–	0.14%	86
2024 Q2	$808K	Hold	4,792	–	–	0.14%	87
2024 Q1	$983K	Hold	4,792	–	–	0.17%	80
2023 Q4	$949K	Buy	4,792 +475	+11%	+$75.3K	0.18%	80
2023 Q3	$647K	Buy	4,317 +600	+16%	+$91.2K	0.14%	97
2023 Q2	$515K	Buy	3,717 +590	+19%	+$72.5K	0.11%	109
2023 Q1	$343K	Buy	3,127 +530	+20%	+$55.6K	0.11%	85
2022 Q4	$230K	Buy	+2,597	New	+$227K	0.08%	96

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

Sendero Wealth Management's SSD Position: Q2 2026 in Review

Sendero Wealth Management reduced its Simpson Manufacturing (SSD) stake by 0.63% in Q2 2026, selling an estimated $3.55K and leaving 2,974 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #154.

Sendero Wealth Management first reported a position in SSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2025. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Sendero Wealth Management held 2,974 shares of Simpson Manufacturing worth $623K as of Q2 2026.
Sendero Wealth Management sold 19 Simpson Manufacturing shares in Q2 2026, an estimated $3.55K.
Simpson Manufacturing made up 0.06% of Sendero Wealth Management's portfolio in Q2 2026, its #154 holding.
Sendero Wealth Management first reported a position in Simpson Manufacturing in Q4 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Simpson Manufacturing position peaked at $1.06M in Q3 2025.
486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.