EverSource Wealth Advisors’s Simulations Plus SLP Stock Holding History

EverSource Wealth Advisors’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	$13.8K	Buy	755 +407	+117%	+$6.25K	﹤0.01%	2699
2026 Q1	$4.11K	Buy	348 +279	+404%	+$4.11K	﹤0.01%	3351
2025 Q4	$1.26K	Buy	69 +41	+146%	+$719	﹤0.01%	3649
2025 Q3	$422	Buy	+28	New	+$407	﹤0.01%	3988
2025 Q2	–	Sell	-20	Closed	-$490	–	4349
2025 Q1	$490	Buy	+20	New	+$606	﹤0.01%	3465

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

EverSource Wealth Advisors's SLP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Simulations Plus (SLP) stake by 117% in Q2 2026, buying an estimated $6.25K and bringing the position to 755 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

EverSource Wealth Advisors first reported a position in SLP in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

EverSource Wealth Advisors held 755 shares of Simulations Plus worth $13.8K as of Q2 2026.
EverSource Wealth Advisors bought 407 Simulations Plus shares in Q2 2026, an estimated $6.25K.
Simulations Plus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2699 holding.
EverSource Wealth Advisors first reported a position in Simulations Plus in Q1 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.