Concord Wealth Partners’s Simulations Plus SLP Stock Holding History

Concord Wealth Partners’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	–	Sell	-77	Closed	-$1.4K	–	687
2025 Q4	$1.4K	Hold	77	–	–	﹤0.01%	717
2025 Q3	$1.16K	Hold	77	–	–	﹤0.01%	731
2025 Q2	$1.34K	Buy	77 +14	+22%	+$393	﹤0.01%	747
2025 Q1	$1.54K	Hold	63	–	–	﹤0.01%	699
2024 Q4	$1.76K	Hold	63	–	–	﹤0.01%	723
2024 Q3	$2.02K	Hold	63	–	–	﹤0.01%	745
2024 Q2	$3.06K	Hold	63	–	–	﹤0.01%	630
2024 Q1	$2.59K	Buy	+63	New	+$2.58K	﹤0.01%	725
2022 Q3	–	Sell	-66	Closed	-$3K	–	979
2022 Q2	$3K	Sell	66 -798	-92%	-$37.7K	﹤0.01%	965
2022 Q1	$44K	Sell	864 -35	-4%	-$1.5K	0.01%	464
2021 Q4	$43K	Buy	899 +775	+625%	+$36.6K	0.01%	482
2021 Q3	$5K	Buy	124 +95	+328%	+$4.33K	﹤0.01%	600
2021 Q2	$2K	Buy	+29	New	+$1.66K	﹤0.01%	915

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Concord Wealth Partners's SLP Position: Q1 2026 in Review

Concord Wealth Partners sold out of Simulations Plus (SLP) in Q1 2026, closing a stake of 77 shares — an estimated $1.4K sold.

Concord Wealth Partners first reported a position in SLP in Q2 2021 and held it in 13 quarters. The position peaked at $44K in Q1 2022. 160 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

Concord Wealth Partners reported no remaining Simulations Plus position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 77 Simulations Plus shares in Q1 2026, an estimated $1.4K.
Concord Wealth Partners first reported a position in Simulations Plus in Q2 2021 and held it in 13 quarters.
Concord Wealth Partners's Simulations Plus position peaked at $44K in Q1 2022.
160 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.