Physician Wealth Advisors’s Simulations Plus SLP Stock Holding History

Physician Wealth 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	$1.61K	Hold	88	–	–	﹤0.01%	1601
2026 Q1	$1.04K	Buy	+88	New	+$1.3K	﹤0.01%	1663

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

Physician Wealth Advisors's SLP Position: Q2 2026 in Review

Physician Wealth Advisors held its Simulations Plus (SLP) position steady in Q2 2026 at 88 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Physician Wealth Advisors first reported a position in SLP in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

Physician Wealth Advisors held 88 shares of Simulations Plus worth $1.61K as of Q2 2026.
Physician Wealth Advisors left its Simulations Plus share count unchanged in Q2 2026.
Simulations Plus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1601 holding.
Physician Wealth Advisors first reported a position in Simulations Plus in Q1 2026 and has held it in 2 quarters since.
170 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

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