Creative Planning
SLP icon

Creative Planning’s Simulations Plus SLP Stock Holding History

Creative Planning’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
-21,760
Closed -$397K – 4191
2025
Q4 		$397K Buy
+21,760
New +$382K ﹤0.01% 3037
2025
Q3 		– Sell
-11,575
Closed -$202K – 4007
2025
Q2 		$202K Sell
11,575
-1,468
-11% -$41.2K ﹤0.01% 3211
2025
Q1 		$320K Buy
13,043
+13,026
+76,624% +$395K ﹤0.01% 2694
2024
Q4 		$474 Buy
+17
New +$517 ﹤0.01% 3566
2024
Q3 		– Sell
-4,722
Closed -$230K – 3294
2024
Q2 		$230K Buy
+4,722
New +$223K ﹤0.01% 2578
2019
Q4 		– Sell
-23,961
Closed -$831K – 2101
2019
Q3 		$831K Buy
+23,961
New +$844K ﹤0.01% 839

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

Creative Planning's SLP Position: Q1 2026 in Review

Creative Planning sold out of Simulations Plus (SLP) in Q1 2026, closing a stake of 21,760 shares — an estimated $397K sold.

Creative Planning first reported a position in SLP in Q3 2019 and held it in 6 quarters. The position peaked at $831K in Q3 2019. 161 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

  • Creative Planning reported no remaining Simulations Plus position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 21,760 Simulations Plus shares in Q1 2026, an estimated $397K.
  • Creative Planning first reported a position in Simulations Plus in Q3 2019 and held it in 6 quarters.
  • Creative Planning's Simulations Plus position peaked at $831K in Q3 2019.
  • 161 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.