Whittier Trust’s Simpson Manufacturing SSD Stock Holding History

Whittier Trust’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	$15.3M	Sell	77,650 -19,879	-20%	-$3.72M	0.15%	114
2026 Q1	$16.3M	Buy	97,529 +8,877	+10%	+$1.64M	0.18%	95
2025 Q4	$15.1M	Sell	88,652 -112	-0.1%	-$18.9K	0.16%	106
2025 Q3	$15.2M	Buy	88,764 +1,427	+2%	+$255K	0.17%	109
2025 Q2	$13.6M	Buy	87,337 +1,979	+2%	+$307K	0.16%	117
2025 Q1	$13.4M	Buy	85,358 +1,678	+2%	+$276K	0.19%	106
2024 Q4	$13.9M	Buy	83,680 +2,819	+3%	+$516K	0.18%	109
2024 Q3	$15.5M	Buy	80,861 +3,283	+4%	+$590K	0.21%	99
2024 Q2	$13.1M	Sell	77,578 -11,281	-13%	-$1.98M	0.19%	107
2024 Q1	$18.2M	Buy	88,859 +3,352	+4%	+$649K	0.27%	81
2023 Q4	$16.9M	Buy	85,507 +2,219	+3%	+$352K	0.27%	82
2023 Q3	$12.5M	Buy	83,288 +2,535	+3%	+$386K	0.22%	97
2023 Q2	$11.2M	Buy	80,753 +4,005	+5%	+$492K	0.19%	113
2023 Q1	$8.41M	Buy	76,748 +730	+1%	+$76.6K	0.15%	137
2022 Q4	$6.74M	Sell	76,018 -16,657	-18%	-$1.46M	0.13%	156
2022 Q3	$7.27M	Buy	92,675 +3,358	+4%	+$325K	0.15%	146
2022 Q2	$8.99M	Buy	89,317 +336	+0.4%	+$34.9K	0.18%	127
2022 Q1	$9.7M	Buy	88,981 +3,666	+4%	+$435K	0.16%	134
2021 Q4	$11.9M	Buy	85,315 +2,207	+3%	+$266K	0.19%	121
2021 Q3	$8.89M	Buy	83,108 +3,497	+4%	+$387K	0.16%	133
2021 Q2	$8.79M	Buy	79,611 +4,428	+6%	+$489K	0.16%	137
2021 Q1	$7.8M	Buy	75,183 +5,466	+8%	+$548K	0.15%	137
2020 Q4	$6.51M	Buy	69,717 +2,833	+4%	+$263K	0.14%	143
2020 Q3	$6.5M	Buy	66,884 +1,654	+3%	+$157K	0.15%	134
2020 Q2	$5.5M	Sell	65,230 -715	-1%	-$52.7K	0.15%	135
2020 Q1	$4.09M	Buy	65,945 +2,714	+4%	+$212K	0.13%	152
2019 Q4	$5.07M	Buy	63,231 +1,063	+2%	+$82.8K	0.13%	155
2019 Q3	$4.31M	Buy	62,168 +485	+0.8%	+$31.5K	0.12%	164
2019 Q2	$4.1M	Buy	61,683 +1,923	+3%	+$123K	0.12%	166
2019 Q1	$3.54M	Buy	59,760 +1,899	+3%	+$112K	0.11%	174
2018 Q4	$3.13M	Buy	57,861 +19,269	+50%	+$1.13M	0.11%	173
2018 Q3	$2.8M	Buy	38,592 +162	+0.4%	+$11.5K	0.09%	195
2018 Q2	$2.39M	Buy	38,430 +1,710	+5%	+$104K	0.08%	209
2018 Q1	$2.12M	Buy	36,720 +327	+0.9%	+$18.9K	0.07%	211
2017 Q4	$2.09M	Buy	36,393 +765	+2%	+$42.3K	0.07%	215
2017 Q3	$1.75M	Buy	35,628 +505	+1%	+$22.5K	0.06%	228
2017 Q2	$1.53M	Buy	35,123 +868	+3%	+$36.4K	0.06%	238
2017 Q1	$1.48M	Buy	34,255 +1,556	+5%	+$67.5K	0.06%	231
2016 Q4	$1.43M	Buy	32,699 +181	+0.6%	+$8.11K	0.06%	225
2016 Q3	$1.43M	Buy	32,518 +66	+0.2%	+$2.81K	0.06%	221
2016 Q2	$1.3M	Buy	32,452 +392	+1%	+$15.1K	0.06%	227
2016 Q1	$1.22M	Hold	32,060	–	–	0.05%	235
2015 Q4	$1.09M	Buy	32,060 +334	+1%	+$12.1K	0.05%	254
2015 Q3	$1.06M	Hold	31,726	–	–	0.05%	247
2015 Q2	$1.08M	Hold	31,726	–	–	0.05%	265
2015 Q1	$1.19M	Hold	31,726	–	–	0.05%	242
2014 Q4	$1.1M	Hold	31,726	–	–	0.05%	248
2014 Q3	$924K	Hold	31,726	–	–	0.05%	258
2014 Q2	$1.15M	Hold	31,726	–	–	0.06%	224
2014 Q1	$1.12M	Hold	31,726	–	–	0.06%	226
2013 Q4	$1.17M	Sell	31,726 -10,000	-24%	-$348K	0.06%	217
2013 Q3	$1.36M	Hold	41,726	–	–	0.07%	192
2013 Q2	$1.23M	Buy	+41,726	New	+$1.22M	0.07%	190

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Whittier Trust's SSD Position: Q2 2026 in Review

Whittier Trust reduced its Simpson Manufacturing (SSD) stake by 20% in Q2 2026, selling an estimated $3.72M and leaving 77,650 shares worth $15.3M. The position accounts for 0.15% of the portfolio, ranked #114.

Whittier Trust first reported a position in SSD in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q1 2024. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Whittier Trust held 77,650 shares of Simpson Manufacturing worth $15.3M as of Q2 2026.
Whittier Trust sold 19,879 Simpson Manufacturing shares in Q2 2026, an estimated $3.72M.
Simpson Manufacturing made up 0.15% of Whittier Trust's portfolio in Q2 2026, its #114 holding.
Whittier Trust first reported a position in Simpson Manufacturing in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Simpson Manufacturing position peaked at $18.2M in Q1 2024.
485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.