Envestnet Asset Management’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Sell |
130,749
-78,716
| -38% | -$1.21M | ﹤0.01% | 3019 |
|
|
2026
Q1 | $2.48M | Buy |
209,465
+13,128
| +7% | +$194K | ﹤0.01% | 2847 |
|
|
2025
Q4 | $3.58M | Buy |
196,337
+2,468
| +1% | +$43.3K | ﹤0.01% | 2412 |
|
|
2025
Q3 | $2.92M | Buy |
193,869
+33,117
| +21% | +$482K | ﹤0.01% | 2624 |
|
|
2025
Q2 | $2.81M | Buy |
160,752
+78,466
| +95% | +$2.2M | ﹤0.01% | 2586 |
|
|
2025
Q1 | $2.02M | Buy |
82,286
+17,788
| +28% | +$539K | ﹤0.01% | 2719 |
|
|
2024
Q4 | $1.8M | Sell |
64,498
-3,080
| -5% | -$93.7K | ﹤0.01% | 2761 |
|
|
2024
Q3 | $2.16M | Buy |
67,578
+12,765
| +23% | +$472K | ﹤0.01% | 2600 |
|
|
2024
Q2 | $2.67M | Buy |
54,813
+784
| +1% | +$37K | ﹤0.01% | 2442 |
|
|
2024
Q1 | $2.22M | Buy |
54,029
+11,846
| +28% | +$485K | ﹤0.01% | 2507 |
|
|
2023
Q4 | $1.89M | Buy |
42,183
+27,602
| +189% | +$1.09M | ﹤0.01% | 2511 |
|
|
2023
Q3 | $608K | Buy |
14,581
+515
| +4% | +$23.4K | ﹤0.01% | 3141 |
|
|
2023
Q2 | $609K | Buy |
14,066
+1,927
| +16% | +$84.2K | ﹤0.01% | 3099 |
|
|
2023
Q1 | $533K | Buy |
12,139
+3,377
| +39% | +$135K | ﹤0.01% | 3092 |
|
|
2022
Q4 | $320K | Sell |
8,762
-1,743
| -17% | -$73.4K | ﹤0.01% | 3385 |
|
|
2022
Q3 | $510K | Buy |
10,505
+690
| +7% | +$40.3K | ﹤0.01% | 3012 |
|
|
2022
Q2 | $484K | Buy |
9,815
+710
| +8% | +$33.5K | ﹤0.01% | 3068 |
|
|
2022
Q1 | $464K | Buy |
9,105
+2,816
| +45% | +$121K | ﹤0.01% | 3160 |
|
|
2021
Q4 | $297K | Sell |
6,289
-9,573
| -60% | -$452K | ﹤0.01% | 3420 |
|
|
2021
Q3 | $627K | Sell |
15,862
-3,709
| -19% | -$169K | ﹤0.01% | 2833 |
|
|
2021
Q2 | $1.07M | Buy |
19,571
+2,829
| +17% | +$162K | ﹤0.01% | 2473 |
|
|
2021
Q1 | $1.06M | Buy |
16,742
+181
| +1% | +$13.3K | ﹤0.01% | 2365 |
|
|
2020
Q4 | $1.19M | Buy |
16,561
+1,780
| +12% | +$118K | ﹤0.01% | 2089 |
|
|
2020
Q3 | $1.11M | Buy |
14,781
+23
| +0.2% | +$1.48K | ﹤0.01% | 1951 |
|
|
2020
Q2 | $883K | Buy |
14,758
+2,220
| +18% | +$97.7K | ﹤0.01% | 2044 |
|
|
2020
Q1 | $438K | Buy |
12,538
+83
| +0.7% | +$2.77K | ﹤0.01% | 2335 |
|
|
2019
Q4 | $362K | Sell |
12,455
-364
| -3% | -$12.3K | ﹤0.01% | 2650 |
|
|
2019
Q3 | $445K | Sell |
12,819
-1,617
| -11% | -$57K | ﹤0.01% | 2439 |
|
|
2019
Q2 | $412K | Buy |
14,436
+2,804
| +24% | +$68K | ﹤0.01% | 2491 |
|
|
2019
Q1 | $246K | Sell |
11,632
-83
| -0.7% | -$1.66K | ﹤0.01% | 2729 |
|
|
2018
Q4 | $233K | Buy |
+11,715
| New | +$231K | ﹤0.01% | 2587 |
|
|
2018
Q3 | – | Sell |
-109
| Closed | -$2K | – | 2393 |
|
|
2018
Q2 | $2K | Buy |
109
+23
| +27% | +$435 | ﹤0.01% | 2753 |
|
|
2018
Q1 | $1K | Buy |
86
+27
| +46% | +$432 | ﹤0.01% | 2800 |
|
|
2017
Q4 | $1K | Buy |
+59
| New | +$970 | ﹤0.01% | 2926 |
|
Other funds holding SLP
TCM
NSIM
HIM
KAM
CIEC
AA
KCM
AAM
Envestnet Asset Management's SLP Position: Q2 2026 in Review
Envestnet Asset Management reduced its Simulations Plus (SLP) stake by 38% in Q2 2026, selling an estimated $1.21M and leaving 130,749 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3019.
Envestnet Asset Management first reported a position in SLP in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.58M in Q4 2025. 53 funds tracked by Wall St. Rank hold SLP as of Q2 2026.
- Envestnet Asset Management held 130,749 shares of Simulations Plus worth $2.39M as of Q2 2026.
- Envestnet Asset Management sold 78,716 Simulations Plus shares in Q2 2026, an estimated $1.21M.
- Simulations Plus made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3019 holding.
- Envestnet Asset Management first reported a position in Simulations Plus in Q4 2017 and has held it in 34 quarters since.
- Envestnet Asset Management's Simulations Plus position peaked at $3.58M in Q4 2025.
- 53 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.