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 Q2	$1.41K	Buy	+77	New	+$1.18K	﹤0.01%	761
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 $1.65B AUM 203.21% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's SLP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Simulations Plus (SLP) in Q2 2026: 77 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SLP as recently as Q4 2025.

Concord Wealth Partners first reported a position in SLP in Q2 2021 and has held it in 14 quarters since. The position peaked at $44K in Q1 2022. 170 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

Concord Wealth Partners held 77 shares of Simulations Plus worth $1.41K as of Q2 2026.
Simulations Plus was a new Concord Wealth Partners position in Q2 2026.
Simulations Plus made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #761 holding.
Concord Wealth Partners first reported a position in Simulations Plus in Q2 2021 and has held it in 14 quarters since.
Concord Wealth Partners's Simulations Plus position peaked at $44K in Q1 2022.
170 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.