Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simulations Plus SLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Buy
11,090
+5,610
+102% +$82.7K ﹤0.01% 3050
2025
Q4 		$100K Buy
5,480
+3,374
+160% +$59.2K ﹤0.01% 3062
2025
Q3 		$32K Buy
2,106
+2,051
+3,729% +$29.8K ﹤0.01% 3848
2025
Q2 		$1K Sell
55
-149
-73% -$4.18K ﹤0.01% 5068
2025
Q1 		$5K Buy
204
+43
+27% +$1.3K ﹤0.01% 4488
2024
Q4 		$4K Buy
161
+116
+258% +$3.53K ﹤0.01% 4356
2024
Q3 		$1K Buy
45
+20
+80% +$739 ﹤0.01% 4706
2024
Q2 		$1K Sell
25
-2
-7% -$94 ﹤0.01% 4480
2024
Q1 		$1K Buy
27
+2
+8% +$82 ﹤0.01% 4213
2023
Q4 		$1K Buy
25
+9
+56% +$357 ﹤0.01% 4040
2023
Q3 		$1K Hold
16
– – ﹤0.01% 4077
2023
Q2 		$1K Hold
16
– – ﹤0.01% 4067
2023
Q1 		$1K Sell
16
-53
-77% -$2.12K ﹤0.01% 3925
2022
Q4 		$3K Buy
+69
New +$2.91K ﹤0.01% 3451

Other funds holding SLP

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simulations Plus (SLP) stake by 102% in Q1 2026, buying an estimated $82.7K and bringing the position to 11,090 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Carson Wealth (CWM LLC) first reported a position in SLP in Q4 2022 and has held it in 14 quarters since. 161 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,090 shares of Simulations Plus worth $131K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,610 Simulations Plus shares in Q1 2026, an estimated $82.7K.
  • Simulations Plus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3050 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simulations Plus in Q4 2022 and has held it in 14 quarters since.
  • 161 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.