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
Q2 		$419 Hold
2
– – ﹤0.01% 1771
2026
Q1 		$343 Buy
+2
New +$369 ﹤0.01% 1681

Other funds holding SSD

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
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

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

SHP Wealth Management held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 2 shares worth $419. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

SHP Wealth Management first reported a position in SSD in Q1 2026 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • SHP Wealth Management held 2 shares of Simpson Manufacturing worth $419 as of Q2 2026.
  • SHP Wealth Management left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1771 holding.
  • SHP Wealth Management first reported a position in Simpson Manufacturing in Q1 2026 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.