Jim Simons
MLSS icon

Jim Simons’s Milestone Scientific MLSS Stock Holding History

Jim Simons’s Portfolio MLSS Stock Details MLSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Sell
56,297
-26,200
-32% -$9K ﹤0.01% 3099
2026
Q1 		$23.8K Sell
82,497
-400
-0.5% -$112 ﹤0.01% 3157
2025
Q4 		$22.6K Buy
82,897
+2,600
+3% +$989 ﹤0.01% 3140
2025
Q3 		$36.5K Buy
80,297
+7,100
+10% +$4.15K ﹤0.01% 3382
2025
Q2 		$46.6K Sell
73,197
-4,559
-6% -$4.18K ﹤0.01% 3403
2025
Q1 		$72.5K Sell
77,756
-48,519
-38% -$53.2K ﹤0.01% 3236
2024
Q4 		$121K Buy
126,275
+53,198
+73% +$43.9K ﹤0.01% 3260
2024
Q3 		$66.5K Buy
73,077
+29,180
+66% +$27.4K ﹤0.01% 3319
2024
Q2 		$30K Sell
43,897
-46,600
-51% -$31K ﹤0.01% 3342
2024
Q1 		$56K Sell
90,497
-23,900
-21% -$15.7K ﹤0.01% 3467
2023
Q4 		$79K Buy
114,397
+86,500
+310% +$68.9K ﹤0.01% 3362
2023
Q3 		$26K Buy
27,897
+6,700
+32% +$7.06K ﹤0.01% 3499
2023
Q2 		$18K Buy
+21,197
New +$19.1K ﹤0.01% 3785
2022
Q2 		– Sell
-23,078
Closed -$35K – 4443
2022
Q1 		$35K Sell
23,078
-132,624
-85% -$194K ﹤0.01% 3953
2021
Q4 		$321K Sell
155,702
-470,392
-75% -$1.03M ﹤0.01% 3313
2021
Q3 		$1.17M Sell
626,094
-315,434
-34% -$583K ﹤0.01% 2462
2021
Q2 		$2.31M Buy
941,528
+871,628
+1,247% +$2.11M ﹤0.01% 2169
2021
Q1 		$250K Buy
+69,900
New +$240K ﹤0.01% 3102
2020
Q2 		– Sell
-217,400
Closed -$272K – 3652
2020
Q1 		$272K Buy
217,400
+125,129
+136% +$226K ﹤0.01% 3012
2019
Q4 		$128K Buy
+92,271
New +$110K ﹤0.01% 3272
2016
Q4 		– Sell
-18,500
Closed -$40K – 3375
2016
Q3 		$40K Buy
+18,500
New +$46.5K ﹤0.01% 3266

Other funds holding MLSS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Jim Simons's MLSS Position: Q2 2026 in Review

Jim Simons reduced its Milestone Scientific (MLSS) stake by 32% in Q2 2026, selling an estimated $9K and leaving 56,297 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Jim Simons first reported a position in MLSS in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.31M in Q2 2021. 29 funds tracked by Wall St. Rank hold MLSS as of Q2 2026.

  • Jim Simons held 56,297 shares of Milestone Scientific worth $18.1K as of Q2 2026.
  • Jim Simons sold 26,200 Milestone Scientific shares in Q2 2026, an estimated $9K.
  • Milestone Scientific made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #3099 holding.
  • Jim Simons first reported a position in Milestone Scientific in Q3 2016 and has held it in 21 quarters since.
  • Jim Simons's Milestone Scientific position peaked at $2.31M in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Milestone Scientific as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.