Transatlantique Private Wealth’s Simpson Manufacturing SSD Stock Holding History

Transatlantique Private Wealth’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
2025 Q4	$968K	Sell	5,993 -33	-0.5%	-$5.58K	0.3%	91
2025 Q3	$1.01M	Hold	6,026	–	–	0.33%	89
2025 Q2	$936K	Hold	6,026	–	–	0.34%	84
2025 Q1	$947K	Sell	6,026 -703	-10%	-$115K	0.38%	80
2024 Q4	$1.12M	Sell	6,729 -141	-2%	-$25.8K	0.42%	70
2024 Q3	$1.31M	Sell	6,870 -29	-0.4%	-$5.21K	0.5%	53
2024 Q2	$1.16M	Hold	6,899	–	–	0.47%	59
2024 Q1	$1.42M	Sell	6,899 -1,090	-14%	-$211K	0.62%	49
2023 Q4	$1.58M	Sell	7,989 -50	-0.6%	-$7.93K	0.74%	34
2023 Q3	$1.2M	Buy	8,039 +8	+0.1%	+$1.22K	0.64%	42
2023 Q2	$1.11M	Sell	8,031 -5	-0.1%	-$615	0.58%	52
2023 Q1	$881K	Buy	8,036 +115	+1%	+$12.1K	0.49%	65
2022 Q4	$702K	Buy	7,921 +596	+8%	+$52.1K	0.42%	76
2022 Q3	$574K	Sell	7,325 -2,439	-25%	-$236K	0.38%	88
2022 Q2	$982K	Buy	+9,764	New	+$1.01M	0.68%	41

Other funds holding SSD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $5.28B AUM 39.19% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Transatlantique Private Wealth's SSD Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its Simpson Manufacturing (SSD) stake by 0.55% in Q4 2025, selling an estimated $5.58K and leaving 5,993 shares worth $968K. The position accounts for 0.3% of the portfolio, ranked #91.

Transatlantique Private Wealth first reported a position in SSD in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2023. 437 funds tracked by Wall St. Rank hold SSD as of Q4 2025.

Transatlantique Private Wealth held 5,993 shares of Simpson Manufacturing worth $968K as of Q4 2025.
Transatlantique Private Wealth sold 33 Simpson Manufacturing shares in Q4 2025, an estimated $5.58K.
Simpson Manufacturing made up 0.3% of Transatlantique Private Wealth's portfolio in Q4 2025, its #91 holding.
Transatlantique Private Wealth first reported a position in Simpson Manufacturing in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's Simpson Manufacturing position peaked at $1.58M in Q4 2023.
437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.