Global Retirement Partners’s Simulations Plus SLP Stock Holding History

Global Retirement Partners’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	$4.1K	Buy	+224	New	+$3.44K	﹤0.01%	3757
2025 Q4	$2.17K	Buy	119 +3	+3%	+$53	﹤0.01%	3705
2025 Q3	$1.75K	Buy	116 +54	+87%	+$785	﹤0.01%	3362
2025 Q2	$1.08K	Buy	+62	New	+$1.74K	﹤0.01%	3423
2024 Q4	$1.73K	Sell	62 -2	-3%	-$61	﹤0.01%	3123
2024 Q3	$2.05K	Sell	64 -15	-19%	-$554	﹤0.01%	2931
2024 Q2	$3.84K	Buy	79 +46	+139%	+$2.17K	﹤0.01%	2725
2024 Q1	$1.36K	Hold	33	–	–	﹤0.01%	2885
2023 Q4	$1.26K	Buy	33 +4	+14%	+$159	﹤0.01%	2828
2023 Q3	$1.22K	Hold	29	–	–	﹤0.01%	2713
2023 Q2	$1.26K	Hold	29	–	–	﹤0.01%	2707
2023 Q1	$1.18K	Hold	29	–	–	﹤0.01%	2682
2022 Q4	$1.06K	Sell	29 -163	-85%	-$6.87K	﹤0.01%	2575
2022 Q3	$8K	Sell	192 -11	-5%	-$642	﹤0.01%	1777
2022 Q2	$10K	Buy	203 +41	+25%	+$1.94K	﹤0.01%	1648
2022 Q1	$7K	Buy	+162	New	+$6.96K	﹤0.01%	1789
2021 Q1	–	Sell	-100	Closed	-$7K	–	1885
2020 Q4	$7K	Buy	+100	New	+$6.63K	﹤0.01%	1368

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

Global Retirement Partners's SLP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simulations Plus (SLP) in Q2 2026: 224 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #3757 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SLP as recently as Q4 2025.

Global Retirement Partners first reported a position in SLP in Q4 2020 and has held it in 17 quarters since. The position peaked at $10K in Q2 2022. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

Global Retirement Partners held 224 shares of Simulations Plus worth $4.1K as of Q2 2026.
Simulations Plus was a new Global Retirement Partners position in Q2 2026.
Simulations Plus made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3757 holding.
Global Retirement Partners first reported a position in Simulations Plus in Q4 2020 and has held it in 17 quarters since.
Global Retirement Partners's Simulations Plus position peaked at $10K in Q2 2022.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.