GWN Securities’s Simulations Plus SLP Stock Holding History

GWN Securities’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	-17,283	Closed	-$315K	–	487
2025 Q4	$315K	Buy	+17,283	New	+$303K	0.06%	317

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GWN Securities's SLP Position: Q1 2026 in Review

GWN Securities sold out of Simulations Plus (SLP) in Q1 2026, closing a stake of 17,283 shares — an estimated $315K sold.

GWN Securities first reported a position in SLP in Q4 2025 and held it in 1 quarter. The position peaked at $315K in Q4 2025. 160 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

GWN Securities reported no remaining Simulations Plus position as of Q1 2026 after selling out during the quarter.
GWN Securities sold 17,283 Simulations Plus shares in Q1 2026, an estimated $315K.
GWN Securities first reported a position in Simulations Plus in Q4 2025 and held it in 1 quarter.
GWN Securities's Simulations Plus position peaked at $315K in Q4 2025.
160 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.