SWM
SSD icon

SHP Wealth Management’s Simpson Manufacturing SSD Stock Holding History

SHP 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
Q1 		$343 Buy
+2
New +$369 ﹤0.01% 1681

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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's SSD Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Simpson Manufacturing (SSD) in Q1 2026: 2 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings.

460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • SHP Wealth Management held 2 shares of Simpson Manufacturing worth $343 as of Q1 2026.
  • Simpson Manufacturing was a new SHP Wealth Management position in Q1 2026.
  • Simpson Manufacturing made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1681 holding.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.