Cambridge Investment Research Advisors
SMLR

Cambridge Investment Research Advisors’s Semler Scientific SMLR Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-5,785
Closed -$224K – 3854
2025
Q2 		$224K Sell
5,785
-441
-7% -$15.7K ﹤0.01% 3246
2025
Q1 		$225K Buy
6,226
+576
+10% +$27K ﹤0.01% 3104
2024
Q4 		$305K Buy
+5,650
New +$260K ﹤0.01% 2816

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's SMLR Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Semler Scientific (SMLR) in Q3 2025, closing a stake of 5,785 shares — an estimated $224K sold.

Cambridge Investment Research Advisors first reported a position in SMLR in Q4 2024 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 126 funds tracked by Wall St. Rank hold SMLR as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Semler Scientific position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,785 Semler Scientific shares in Q3 2025, an estimated $224K.
  • Cambridge Investment Research Advisors first reported a position in Semler Scientific in Q4 2024 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Semler Scientific position peaked at $305K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.