Advisory Services Network’s Semler Scientific SMLR Stock Holding History

Advisory Services Network’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,404	Closed	-$282K	–	3889
2025 Q3	$282K	Buy	9,404 +2,800	+42%	+$96.3K	﹤0.01%	1503
2025 Q2	$237K	Sell	6,604 -3	-0%	-$107	﹤0.01%	1559
2025 Q1	$239K	Hold	6,607	–	–	﹤0.01%	1430
2024 Q4	$357K	Sell	6,607 -193	-3%	-$8.87K	0.01%	1203
2024 Q3	$234K	Hold	6,800	–	–	﹤0.01%	1310
2024 Q2	$234K	Buy	+6,800	New	+$196K	﹤0.01%	1310
2024 Q1	–	Sell	-6,800	Closed	-$301K	–	3336
2023 Q4	$301K	Buy	+6,800	New	+$244K	0.01%	1091
2023 Q3	–	Sell	-8,550	Closed	-$224K	–	1537
2023 Q2	$224K	Sell	8,550 -1,250	-13%	-$32.9K	0.01%	1254
2023 Q1	$263K	Sell	9,800 -1,913	-16%	-$53.6K	0.01%	1194
2022 Q4	$387K	Buy	+11,713	New	+$406K	0.01%	973
2022 Q1	–	Sell	-3,111	Closed	-$285K	–	1536
2021 Q4	$285K	Buy	3,111 +98	+3%	+$11K	0.01%	1152
2021 Q3	$377K	Buy	+3,013	New	+$380K	0.01%	991

Other funds holding SMLR

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

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisory Services Network's SMLR Position: Q4 2025 in Review

Advisory Services Network sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 9,404 shares — an estimated $282K sold.

Advisory Services Network first reported a position in SMLR in Q3 2021 and held it in 12 quarters. The position peaked at $387K in Q4 2022. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

Advisory Services Network reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 9,404 Semler Scientific shares in Q4 2025, an estimated $282K.
Advisory Services Network first reported a position in Semler Scientific in Q3 2021 and held it in 12 quarters.
Advisory Services Network's Semler Scientific position peaked at $387K in Q4 2022.
109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.