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TD Private Client Wealth’s Simulations Plus SLP Stock Holding History

TD Private Client Wealth’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 		$769 Hold
42
– – ﹤0.01% 1510
2026
Q1 		$496 Sell
42
-41
-49% -$604 ﹤0.01% 1489
2025
Q4 		$1.51K Buy
83
+41
+98% +$719 ﹤0.01% 1310
2025
Q3 		$633 Buy
+42
New +$611 ﹤0.01% 1416

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

TD Private Client Wealth's SLP Position: Q2 2026 in Review

TD Private Client Wealth held its Simulations Plus (SLP) position steady in Q2 2026 at 42 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

TD Private Client Wealth first reported a position in SLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q4 2025. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • TD Private Client Wealth held 42 shares of Simulations Plus worth $769 as of Q2 2026.
  • TD Private Client Wealth left its Simulations Plus share count unchanged in Q2 2026.
  • Simulations Plus made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1510 holding.
  • TD Private Client Wealth first reported a position in Simulations Plus in Q3 2025 and has held it in 4 quarters since.
  • TD Private Client Wealth's Simulations Plus position peaked at $1.51K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.