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United Capital Financial Advisors’s Simpson Manufacturing SSD Stock Holding History

United Capital Financial 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
Q2 		$260K Sell
1,240
-309
-20% -$57.8K ﹤0.01% 1426
2026
Q1 		$266K Buy
+1,549
New +$286K ﹤0.01% 1415
2024
Q2 		– Sell
-999
Closed -$205K – 1110
2024
Q1 		$205K Sell
999
-45
-4% -$8.72K ﹤0.01% 1012
2023
Q4 		$207K Buy
+1,044
New +$166K ﹤0.01% 994

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's SSD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Simpson Manufacturing (SSD) stake by 20% in Q2 2026, selling an estimated $57.8K and leaving 1,240 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

United Capital Financial Advisors first reported a position in SSD in Q4 2023 and has held it in 4 quarters since. The position peaked at $266K in Q1 2026. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • United Capital Financial Advisors held 1,240 shares of Simpson Manufacturing worth $260K as of Q2 2026.
  • United Capital Financial Advisors sold 309 Simpson Manufacturing shares in Q2 2026, an estimated $57.8K.
  • Simpson Manufacturing made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1426 holding.
  • United Capital Financial Advisors first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Simpson Manufacturing position peaked at $266K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.