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Root Financial Partners’s Simulations Plus SLP Stock Holding History

Root Financial Partners’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 		– Sell
-162
Closed -$1.92K – 2730
2026
Q1 		$1.92K Buy
+162
New +$2.39K ﹤0.01% 2338

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

Root Financial Partners's SLP Position: Q2 2026 in Review

Root Financial Partners sold out of Simulations Plus (SLP) in Q2 2026, closing a stake of 162 shares — an estimated $1.92K sold.

Root Financial Partners first reported a position in SLP in Q1 2026 and held it in 1 quarter. The position peaked at $1.92K in Q1 2026. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • Root Financial Partners reported no remaining Simulations Plus position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 162 Simulations Plus shares in Q2 2026, an estimated $1.92K.
  • Root Financial Partners first reported a position in Simulations Plus in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Simulations Plus position peaked at $1.92K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.