Tower View Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Tower View 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	$17.7K	Hold	103	–	–	0.01%	130
2025 Q4	$16.6K	Hold	103	–	–	0.01%	115
2025 Q3	$17.2K	Hold	103	–	–	0.01%	112
2025 Q2	$15.9K	Buy	103 +1	+1%	+$155	0.01%	126
2025 Q1	$16.1K	Hold	102	–	–	0.01%	111
2024 Q4	$16.9K	Sell	102 -103	-50%	-$18.9K	0.01%	110
2024 Q3	$39.2K	Sell	205 -49	-19%	-$8.8K	0.02%	88
2024 Q2	$42.9K	Sell	254 -3,285	-93%	-$575K	0.02%	85
2024 Q1	$726K	Sell	3,539 -5	-0.1%	-$969	0.42%	46
2023 Q4	$702K	Sell	3,544 -5,089	-59%	-$807K	0.44%	45
2023 Q3	$1.29M	Buy	8,633 +8,380	+3,312%	+$1.27M	0.91%	40
2023 Q2	$35K	Buy	253 +1	+0.4%	+$123	0.02%	86
2023 Q1	$28K	Hold	252	–	–	0.02%	90
2022 Q4	$22K	Buy	252 +51	+25%	+$4.46K	0.02%	99
2022 Q3	$16K	Buy	201 +1	+0.5%	+$97	0.01%	106
2022 Q2	$20K	Hold	200	–	–	0.01%	98
2022 Q1	$22K	Buy	+200	New	+$23.7K	0.01%	124

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

Tower View Wealth Management's SSD Position: Q1 2026 in Review

Tower View Wealth Management held its Simpson Manufacturing (SSD) position steady in Q1 2026 at 103 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #130.

Tower View Wealth Management first reported a position in SSD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q3 2023. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Tower View Wealth Management held 103 shares of Simpson Manufacturing worth $17.7K as of Q1 2026.
Tower View Wealth Management left its Simpson Manufacturing share count unchanged in Q1 2026.
Simpson Manufacturing made up 0.01% of Tower View Wealth Management's portfolio in Q1 2026, its #130 holding.
Tower View Wealth Management first reported a position in Simpson Manufacturing in Q1 2022 and has held it in 17 quarters since.
Tower View Wealth Management's Simpson Manufacturing position peaked at $1.29M in Q3 2023.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.