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Cook Wealth’s Simulations Plus SLP Stock Holding History

Cook Wealth’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
2025
Q2 		– Sell
-13,960
Closed -$468K – 43
2025
Q1 		$468K Buy
13,960
+1,574
+13% +$47.7K 0.23% 34
2024
Q4 		$415K Buy
12,386
+1,984
+19% +$60.4K 0.19% 38
2024
Q3 		$298K Buy
10,402
+1,470
+16% +$54.3K 0.15% 47
2024
Q2 		$353K Buy
8,932
+1,324
+17% +$62.4K 0.19% 40
2024
Q1 		$355K Sell
7,608
-8,016
-51% -$328K 0.21% 36
2023
Q4 		$616K Buy
15,624
+1,702
+12% +$67.5K 0.39% 25
2023
Q3 		$464K Buy
13,922
+1,204
+9% +$54.6K 0.36% 23
2023
Q2 		$633K Buy
12,718
+446
+4% +$19.5K 0.49% 18
2023
Q1 		$508K Buy
12,272
+1,458
+13% +$58.4K 0.43% 18
2022
Q4 		$395K Buy
10,814
+1,406
+15% +$59.2K 0.38% 19
2022
Q3 		$381K Hold
9,408
– – 0.41% 20
2022
Q2 		$617K Buy
9,408
+546
+6% +$25.8K 0.63% 15
2022
Q1 		$391K Buy
8,862
+1,179
+15% +$50.6K 0.41% 19
2021
Q4 		$312K Buy
+7,683
New +$363K 0.32% 25

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cook Wealth's SLP Position: Q2 2025 in Review

Cook Wealth sold out of Simulations Plus (SLP) in Q2 2025, closing a stake of 13,960 shares — an estimated $468K sold.

Cook Wealth first reported a position in SLP in Q4 2021 and held it in 14 quarters. The position peaked at $633K in Q2 2023. 159 funds tracked by Wall St. Rank hold SLP as of Q2 2025.

  • Cook Wealth reported no remaining Simulations Plus position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 13,960 Simulations Plus shares in Q2 2025, an estimated $468K.
  • Cook Wealth first reported a position in Simulations Plus in Q4 2021 and held it in 14 quarters.
  • Cook Wealth's Simulations Plus position peaked at $633K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.