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Hennion & Walsh Asset Management’s Simulations Plus SLP Stock Holding History

Hennion & Walsh Asset Management’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 		$511K Sell
27,917
-271
-1% -$4.16K 0.01% 739
2026
Q1 		$333K Sell
28,188
-7,244
-20% -$107K 0.01% 808
2025
Q4 		$646K Buy
35,432
+6,676
+23% +$117K 0.02% 636
2025
Q3 		$433K Sell
28,756
-1,150
-4% -$16.7K 0.02% 749
2025
Q2 		$522K Sell
29,906
-1,455
-5% -$40.8K 0.02% 662
2025
Q1 		$769K Sell
31,361
-6,898
-18% -$209K 0.03% 533
2024
Q4 		$1.07M Sell
38,259
-285
-0.7% -$8.67K 0.05% 451
2024
Q3 		$1.23M Sell
38,544
-14
-0% -$517 0.06% 401
2024
Q2 		$1.87M Buy
38,558
+2,713
+8% +$128K 0.1% 262
2024
Q1 		$1.48M Buy
35,845
+11,794
+49% +$483K 0.08% 324
2023
Q4 		$1.08M Buy
24,051
+5,760
+31% +$228K 0.06% 387
2023
Q3 		$763K Buy
18,291
+13,539
+285% +$614K 0.05% 421
2023
Q2 		$206K Buy
+4,752
New +$208K 0.01% 747
2022
Q3 		– Sell
-4,257
Closed -$210K – 799
2022
Q2 		$210K Sell
4,257
-67
-2% -$3.16K 0.01% 716
2022
Q1 		$220K Sell
4,324
-2
-0% -$86 0.01% 721
2021
Q4 		$205K Buy
+4,326
New +$204K 0.01% 719
2021
Q3 		– Sell
-4,052
Closed -$222K – 757
2021
Q2 		$222K Buy
+4,052
New +$232K 0.01% 691

Other funds holding SLP

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Hennion & Walsh Asset Management's SLP Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Simulations Plus (SLP) stake by 0.96% in Q2 2026, selling an estimated $4.16K and leaving 27,917 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #739.

Hennion & Walsh Asset Management first reported a position in SLP in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.87M in Q2 2024. 12 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • Hennion & Walsh Asset Management held 27,917 shares of Simulations Plus worth $511K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 271 Simulations Plus shares in Q2 2026, an estimated $4.16K.
  • Simulations Plus made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #739 holding.
  • Hennion & Walsh Asset Management first reported a position in Simulations Plus in Q2 2021 and has held it in 17 quarters since.
  • Hennion & Walsh Asset Management's Simulations Plus position peaked at $1.87M in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.