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Wilkerson Advisory Group’s Simpson Manufacturing SSD Stock Holding History

Wilkerson Advisory Group’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 		$847 Hold
4
– – ﹤0.01% 585
2026
Q1 		$693 Buy
+4
New +$737 ﹤0.01% 574

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

Wilkerson Advisory Group's SSD Position: Q2 2026 in Review

Wilkerson Advisory Group held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 4 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Wilkerson Advisory Group first reported a position in SSD in Q1 2026 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Wilkerson Advisory Group held 4 shares of Simpson Manufacturing worth $847 as of Q2 2026.
  • Wilkerson Advisory Group left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #585 holding.
  • Wilkerson Advisory Group first reported a position in Simpson Manufacturing in Q1 2026 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.