IFP Advisors’s Simulations Plus SLP Stock Holding History

IFP 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	$37	Sell	2 -47	-96%	-$722	﹤0.01%	5044
2026 Q1	$579	Sell	49 -61	-55%	-$899	﹤0.01%	4384
2025 Q4	$2K	Buy	110 +98	+817%	+$1.72K	﹤0.01%	3841
2025 Q3	$181	Buy	+12	New	+$174	﹤0.01%	4415
2025 Q2	–	Sell	-5	Closed	-$140	–	4525
2025 Q1	$123	Hold	5	–	–	﹤0.01%	3800
2024 Q4	$139	Buy	+5	New	+$152	﹤0.01%	3904
2023 Q4	–	Sell	-11	Closed	-$459	–	3308
2023 Q3	$459	Hold	11	–	–	﹤0.01%	3114
2023 Q2	$477	Hold	11	–	–	﹤0.01%	3201
2023 Q1	$213	Sell	11 -11	-50%	-$441	﹤0.01%	3269
2022 Q4	$4K	Buy	22 +12	+120%	+$505	﹤0.01%	3932
2022 Q3	$3K	Buy	+10	New	+$584	﹤0.01%	4258
2020 Q1	–	Sell	-31	Closed	-$1.03K	–	2981
2019 Q4	$1K	Buy	+31	New	+$1.05K	﹤0.01%	2721
2017 Q4	–	Sell	-100	Closed	-$2K	–	4074
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	3789
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3936
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3846
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3828
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	3764
2016 Q2	$1K	Buy	+100	New	+$807	﹤0.01%	3670
2016 Q1	–	Sell	-100	Closed	-$1K	–	3287
2015 Q4	$1K	Buy	+100	New	+$917	﹤0.01%	3554

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

IFP Advisors's SLP Position: Q2 2026 in Review

IFP Advisors reduced its Simulations Plus (SLP) stake by 96% in Q2 2026, selling an estimated $722 and leaving 2 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #5044.

IFP Advisors first reported a position in SLP in Q4 2015 and has held it in 19 quarters since. The position peaked at $4K in Q4 2022. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

IFP Advisors held 2 shares of Simulations Plus worth $37 as of Q2 2026.
IFP Advisors sold 47 Simulations Plus shares in Q2 2026, an estimated $722.
Simulations Plus made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5044 holding.
IFP Advisors first reported a position in Simulations Plus in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's Simulations Plus position peaked at $4K in Q4 2022.
169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.