Summit Wealth & Retirement Planning’s Simpson Manufacturing SSD Stock Holding History

Summit Wealth & Retirement Planning’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	$662K	Hold	3,857	–	–	0.16%	51
2025 Q4	$623K	Hold	3,857	–	–	0.15%	51
2025 Q3	$646K	Hold	3,857	–	–	0.16%	45
2025 Q2	$599K	Hold	3,857	–	–	0.16%	47
2025 Q1	$606K	Hold	3,857	–	–	0.19%	38
2024 Q4	$640K	Hold	3,857	–	–	0.2%	34
2024 Q3	$738K	Hold	3,857	–	–	0.24%	31
2024 Q2	$650K	Sell	3,857 -88	-2%	-$15.4K	0.22%	29
2024 Q1	$809K	Buy	3,945 +2,235	+131%	+$433K	0.29%	27
2023 Q4	$339K	Hold	1,710	–	–	0.14%	46
2023 Q3	$256K	Hold	1,710	–	–	0.1%	53
2023 Q2	$237K	Buy	+1,710	New	+$210K	0.09%	55
2021 Q1	–	Sell	-2,635	Closed	-$246K	–	119
2020 Q4	$246K	Hold	2,635	–	–	0.09%	103
2020 Q3	$256K	Hold	2,635	–	–	0.11%	94
2020 Q2	$222K	Buy	+2,635	New	+$194K	0.1%	105

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Wealth & Retirement Planning's SSD Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Simpson Manufacturing (SSD) position steady in Q1 2026 at 3,857 shares worth $662K. The position accounts for 0.16% of the portfolio, ranked #51.

Summit Wealth & Retirement Planning first reported a position in SSD in Q2 2020 and has held it in 15 quarters since. The position peaked at $809K in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Summit Wealth & Retirement Planning held 3,857 shares of Simpson Manufacturing worth $662K as of Q1 2026.
Summit Wealth & Retirement Planning left its Simpson Manufacturing share count unchanged in Q1 2026.
Simpson Manufacturing made up 0.16% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #51 holding.
Summit Wealth & Retirement Planning first reported a position in Simpson Manufacturing in Q2 2020 and has held it in 15 quarters since.
Summit Wealth & Retirement Planning's Simpson Manufacturing position peaked at $809K in Q1 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.