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Steward Partners Investment Advisory’s Simpson Manufacturing SSD Stock Holding History

Steward Partners Investment Advisory’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 		$605K Sell
2,888
-169
-6% -$31.6K ﹤0.01% 1596
2026
Q1 		$525K Buy
3,057
+121
+4% +$22.3K ﹤0.01% 1500
2025
Q4 		$474K Buy
2,936
+28
+1% +$4.73K ﹤0.01% 1458
2025
Q3 		$487K Buy
2,908
+178
+7% +$31.9K ﹤0.01% 1394
2025
Q2 		$424K Sell
2,730
-14
-0.5% -$2.17K ﹤0.01% 1379
2025
Q1 		$431K Sell
2,744
-13
-0.5% -$2.13K ﹤0.01% 1281
2024
Q4 		$457K Buy
2,757
+9
+0.3% +$1.65K ﹤0.01% 1207
2024
Q3 		$526K Buy
2,748
+405
+17% +$72.7K ﹤0.01% 1089
2024
Q2 		$395K Hold
2,343
– – ﹤0.01% 1164
2024
Q1 		$481K Sell
2,343
-155
-6% -$30K 0.01% 1068
2023
Q4 		$495K Buy
2,498
+49
+2% +$7.77K 0.01% 1008
2023
Q3 		$367K Buy
2,449
+242
+11% +$36.8K 0.01% 1043
2023
Q2 		$306K Sell
2,207
-38
-2% -$4.67K ﹤0.01% 1114
2023
Q1 		$246K Buy
2,245
+620
+38% +$65K ﹤0.01% 1191
2022
Q4 		$144K Buy
1,625
+1,025
+171% +$89.5K ﹤0.01% 1392
2022
Q3 		$47K Hold
600
– – ﹤0.01% 1824
2022
Q2 		$60K Hold
600
– – ﹤0.01% 1719
2022
Q1 		$65K Sell
600
-200
-25% -$23.7K ﹤0.01% 1782
2021
Q4 		$111K Buy
800
+137
+21% +$16.5K ﹤0.01% 1555
2021
Q3 		$71K Hold
663
– – ﹤0.01% 1705
2021
Q2 		$73K Sell
663
-22
-3% -$2.43K ﹤0.01% 2684
2021
Q1 		$71.1K Buy
685
+160
+30% +$16K ﹤0.01% 1802
2020
Q4 		$49K Sell
525
-29
-5% -$2.69K ﹤0.01% 1683
2020
Q3 		$54K Buy
554
+262
+90% +$24.8K ﹤0.01% 1470
2020
Q2 		$25K Sell
292
-229
-44% -$16.9K ﹤0.01% 1700
2020
Q1 		$32K Buy
521
+480
+1,171% +$37.5K ﹤0.01% 1435
2019
Q4 		$3K Hold
41
– – ﹤0.01% 2374
2019
Q3 		$2K Buy
+41
New +$2.66K ﹤0.01% 2451

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Steward Partners Investment Advisory's SSD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Simpson Manufacturing (SSD) stake by 5.5% in Q2 2026, selling an estimated $31.6K and leaving 2,888 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Steward Partners Investment Advisory first reported a position in SSD in Q3 2019 and has held it in 28 quarters since. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Steward Partners Investment Advisory held 2,888 shares of Simpson Manufacturing worth $605K as of Q2 2026.
  • Steward Partners Investment Advisory sold 169 Simpson Manufacturing shares in Q2 2026, an estimated $31.6K.
  • Simpson Manufacturing made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1596 holding.
  • Steward Partners Investment Advisory first reported a position in Simpson Manufacturing in Q3 2019 and has held it in 28 quarters since.
  • 488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.