MassMutual Private Wealth & Trust’s Simulations Plus SLP Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-26	Closed	-$474	–	2486
2025 Q4	$474	Hold	26	–	–	﹤0.01%	2246
2025 Q3	$392	Buy	+26	New	+$378	﹤0.01%	2271
2025 Q1	–	Sell	-28	Closed	-$781	–	2477
2024 Q4	$781	Buy	+28	New	+$852	﹤0.01%	2081
2024 Q3	–	Sell	-3	Closed	-$146	–	2248
2024 Q2	$146	Hold	3	–	–	﹤0.01%	2100
2024 Q1	$123	Hold	3	–	–	﹤0.01%	2023
2023 Q4	$134	Buy	+3	New	+$119	﹤0.01%	1931

Other funds holding SLP

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's SLP Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Simulations Plus (SLP) in Q1 2026, closing a stake of 26 shares — an estimated $474 sold.

MassMutual Private Wealth & Trust first reported a position in SLP in Q4 2023 and held it in 6 quarters. The position peaked at $781 in Q4 2024. 161 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Simulations Plus position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 26 Simulations Plus shares in Q1 2026, an estimated $474.
MassMutual Private Wealth & Trust first reported a position in Simulations Plus in Q4 2023 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Simulations Plus position peaked at $781 in Q4 2024.
161 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.