Corient Private Wealth
SLP icon

Corient Private Wealth’s Simulations Plus SLP Stock Holding History

Corient Private 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
2026
Q2 		$377K Sell
20,615
-2,887
-12% -$44.4K ﹤0.01% 2405
2026
Q1 		$278K Buy
23,502
+1,707
+8% +$25.2K ﹤0.01% 2358
2025
Q4 		$397K Buy
+21,795
New +$382K ﹤0.01% 1990

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
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth's SLP Position: Q2 2026 in Review

Corient Private Wealth reduced its Simulations Plus (SLP) stake by 12% in Q2 2026, selling an estimated $44.4K and leaving 20,615 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Corient Private Wealth first reported a position in SLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • Corient Private Wealth held 20,615 shares of Simulations Plus worth $377K as of Q2 2026.
  • Corient Private Wealth sold 2,887 Simulations Plus shares in Q2 2026, an estimated $44.4K.
  • Simulations Plus made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2405 holding.
  • Corient Private Wealth first reported a position in Simulations Plus in Q4 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Simulations Plus position peaked at $397K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.