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Summit Trail Advisors’s Simpson Manufacturing SSD Stock Holding History

Summit Trail Advisors’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 		$716K Buy
4,174
+936
+29% +$173K 0.01% 1049
2025
Q4 		$523K Sell
3,238
-1,466
-31% -$248K 0.01% 1061
2025
Q3 		$788K Buy
4,704
+3,013
+178% +$539K 0.01% 941
2025
Q2 		$263K Buy
+1,691
New +$262K ﹤0.01% 973
2024
Q4 		– Sell
-2,944
Closed -$563K – 713
2024
Q3 		$563K Sell
2,944
-156
-5% -$28K 0.01% 373
2024
Q2 		$522K Sell
3,100
-105
-3% -$18.4K 0.01% 364
2024
Q1 		$658K Sell
3,205
-42
-1% -$8.14K 0.02% 283
2023
Q4 		$643K Buy
3,247
+42
+1% +$6.66K 0.02% 240
2023
Q3 		$480K Hold
3,205
– – 0.02% 281
2023
Q2 		$444K Sell
3,205
-32
-1% -$3.93K 0.02% 287
2023
Q1 		$355K Buy
3,237
+357
+12% +$37.5K 0.01% 286
2022
Q4 		$255K Sell
2,880
-25
-0.9% -$2.18K 0.01% 315
2022
Q3 		$228K Buy
2,905
+515
+22% +$49.8K 0.01% 314
2022
Q2 		$240K Buy
+2,390
New +$248K 0.01% 312
2018
Q1 		– Sell
-5
Closed – – 1488
2017
Q4 		$0 Buy
+5
New +$277 ﹤0.01% 2084

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's SSD Position: Q1 2026 in Review

Summit Trail Advisors increased its Simpson Manufacturing (SSD) stake by 29% in Q1 2026, buying an estimated $173K and bringing the position to 4,174 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1049.

Summit Trail Advisors first reported a position in SSD in Q4 2017 and has held it in 15 quarters since. The position peaked at $788K in Q3 2025. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Summit Trail Advisors held 4,174 shares of Simpson Manufacturing worth $716K as of Q1 2026.
  • Summit Trail Advisors bought 936 Simpson Manufacturing shares in Q1 2026, an estimated $173K.
  • Simpson Manufacturing made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1049 holding.
  • Summit Trail Advisors first reported a position in Simpson Manufacturing in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's Simpson Manufacturing position peaked at $788K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.