TWD
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True Wealth Design’s Simpson Manufacturing SSD Stock Holding History

True Wealth Design’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 		$11.7K Sell
56
-25
-31% -$4.68K ﹤0.01% 1011
2026
Q1 		$13.9K Sell
81
-20
-20% -$3.69K ﹤0.01% 858
2025
Q4 		$16.3K Buy
101
+93
+1,163% +$15.7K ﹤0.01% 675
2025
Q3 		$1.34K Hold
8
– – ﹤0.01% 1647
2025
Q2 		$1.24K Hold
8
– – ﹤0.01% 1380
2025
Q1 		$1.26K Buy
+8
New +$1.31K ﹤0.01% 1182

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 $3.37T AUM 44.26% 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

True Wealth Design's SSD Position: Q2 2026 in Review

True Wealth Design reduced its Simpson Manufacturing (SSD) stake by 31% in Q2 2026, selling an estimated $4.68K and leaving 56 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

True Wealth Design first reported a position in SSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3K in Q4 2025. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • True Wealth Design held 56 shares of Simpson Manufacturing worth $11.7K as of Q2 2026.
  • True Wealth Design sold 25 Simpson Manufacturing shares in Q2 2026, an estimated $4.68K.
  • Simpson Manufacturing made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1011 holding.
  • True Wealth Design first reported a position in Simpson Manufacturing in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Simpson Manufacturing position peaked at $16.3K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.