Steward Partners Investment Advisory’s Simulations Plus SLP Stock Holding History

Steward Partners Investment Advisory’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	$1.47K	Sell	80 -20	-20%	-$307	﹤0.01%	4310
2026 Q1	$1.18K	Hold	100	–	–	﹤0.01%	4164
2025 Q4	$1.82K	Sell	100 -13	-12%	-$228	﹤0.01%	3984
2025 Q3	$1.7K	Buy	+113	New	+$1.64K	﹤0.01%	3963
2023 Q4	–	Sell	-1,497	Closed	-$62.4K	–	3572
2023 Q3	$62.4K	Buy	+1,497	New	+$67.9K	﹤0.01%	1803
2022 Q3	–	Sell	-65	Closed	-$3K	–	3368
2022 Q2	$3K	Sell	65 -126	-66%	-$5.95K	﹤0.01%	2946
2022 Q1	$10K	Sell	191 -383	-67%	-$16.4K	﹤0.01%	2675
2021 Q4	$27K	Sell	574 -404	-41%	-$19.1K	﹤0.01%	2198
2021 Q3	$39K	Buy	978 +49	+5%	+$2.24K	﹤0.01%	2016
2021 Q2	$51K	Buy	929 +338	+57%	+$19.4K	﹤0.01%	3356
2021 Q1	$37.4K	Buy	+591	New	+$43.4K	﹤0.01%	2140
2020 Q1	–	Sell	-1	Closed	–	–	2681
2019 Q4	$0	Sell	1 -1	-50%	-$34	﹤0.01%	2730
2019 Q3	$0	Hold	2	–	–	﹤0.01%	2754
2019 Q2	$0	Buy	+2	New	+$48	﹤0.01%	2684

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 $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's SLP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Simulations Plus (SLP) stake by 20% in Q2 2026, selling an estimated $307 and leaving 80 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #4310.

Steward Partners Investment Advisory first reported a position in SLP in Q2 2019 and has held it in 14 quarters since. The position peaked at $62.4K in Q3 2023. 156 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

Steward Partners Investment Advisory held 80 shares of Simulations Plus worth $1.47K as of Q2 2026.
Steward Partners Investment Advisory sold 20 Simulations Plus shares in Q2 2026, an estimated $307.
Simulations Plus made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4310 holding.
Steward Partners Investment Advisory first reported a position in Simulations Plus in Q2 2019 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Simulations Plus position peaked at $62.4K in Q3 2023.
156 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.