LPL Financial
SLP icon

LPL Financial’s Simulations Plus SLP Stock Holding History

LPL Financial’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 		$518K Buy
28,304
+1,811
+7% +$27.8K ﹤0.01% 4987
2026
Q1 		$313K Sell
26,493
-22,241
-46% -$328K ﹤0.01% 5165
2025
Q4 		$888K Buy
48,734
+21,570
+79% +$378K ﹤0.01% 4197
2025
Q3 		$409K Buy
27,164
+13,905
+105% +$202K ﹤0.01% 4795
2025
Q2 		$231K Buy
13,259
+1,335
+11% +$37.4K ﹤0.01% 4978
2025
Q1 		$292K Buy
11,924
+3,679
+45% +$111K ﹤0.01% 4590
2024
Q4 		$230K Buy
+8,245
New +$251K ﹤0.01% 4728
2022
Q1 		– Sell
-6,608
Closed -$313K – 4371
2021
Q4 		$313K Sell
6,608
-367
-5% -$17.3K ﹤0.01% 3655
2021
Q3 		$275K Buy
6,975
+1,091
+19% +$49.8K ﹤0.01% 3722
2021
Q2 		$323K Sell
5,884
-1,611
-21% -$92.3K ﹤0.01% 3533
2021
Q1 		$474K Buy
7,495
+118
+2% +$8.66K ﹤0.01% 3067
2020
Q4 		$531K Buy
7,377
+2,764
+60% +$183K ﹤0.01% 2699
2020
Q3 		$348K Buy
+4,613
New +$296K ﹤0.01% 2789

Other funds holding SLP

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's SLP Position: Q2 2026 in Review

LPL Financial increased its Simulations Plus (SLP) stake by 6.8% in Q2 2026, buying an estimated $27.8K and bringing the position to 28,304 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #4987.

LPL Financial first reported a position in SLP in Q3 2020 and has held it in 13 quarters since. The position peaked at $888K in Q4 2025. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • LPL Financial held 28,304 shares of Simulations Plus worth $518K as of Q2 2026.
  • LPL Financial bought 1,811 Simulations Plus shares in Q2 2026, an estimated $27.8K.
  • Simulations Plus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4987 holding.
  • LPL Financial first reported a position in Simulations Plus in Q3 2020 and has held it in 13 quarters since.
  • LPL Financial's Simulations Plus position peaked at $888K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.