HighMark Wealth Management’s Simulations Plus SLP Stock Holding History

HighMark Wealth 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	$63.5K	Buy	3,467 +3,100	+845%	+$47.6K	0.02%	148
2026 Q1	$4.34K	Hold	367	–	–	﹤0.01%	397
2025 Q4	$6.69K	Hold	367	–	–	﹤0.01%	371
2025 Q3	$5.53K	Buy	+367	New	+$5.34K	﹤0.01%	381
2021 Q4	–	Sell	-77	Closed	-$3K	–	525
2021 Q3	$3K	Buy	77 +11	+17%	+$502	﹤0.01%	423
2021 Q2	$4K	Buy	66 +9	+16%	+$516	﹤0.01%	398
2021 Q1	$4K	Sell	57 -28	-33%	-$2.06K	﹤0.01%	371
2020 Q4	$6K	Sell	85 -423	-83%	-$28K	0.01%	315
2020 Q3	$38K	Buy	508 +416	+452%	+$26.7K	0.03%	120
2020 Q2	$6K	Buy	+92	New	+$4.05K	0.01%	294

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

HighMark Wealth Management's SLP Position: Q2 2026 in Review

HighMark Wealth Management increased its Simulations Plus (SLP) stake by 845% in Q2 2026, buying an estimated $47.6K and bringing the position to 3,467 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #148.

HighMark Wealth Management first reported a position in SLP in Q2 2020 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

HighMark Wealth Management held 3,467 shares of Simulations Plus worth $63.5K as of Q2 2026.
HighMark Wealth Management bought 3,100 Simulations Plus shares in Q2 2026, an estimated $47.6K.
Simulations Plus made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #148 holding.
HighMark Wealth Management first reported a position in Simulations Plus in Q2 2020 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.