CWC Advisors’s Semler Scientific SMLR Stock Holding History

CWC 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 Q4	–	Sell	-8,609	Closed	-$258K	–	153
2025 Q3	$258K	Buy	8,609 +57	+0.7%	+$1.96K	0.13%	129
2025 Q2	$331K	Buy	8,552 +211	+3%	+$7.52K	0.17%	111
2025 Q1	$302K	Buy	8,341 +2,077	+33%	+$97.3K	0.17%	116
2024 Q4	$338K	Buy	+6,264	New	+$288K	0.34%	79

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

CWC Advisors's SMLR Position: Q4 2025 in Review

CWC Advisors sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 8,609 shares — an estimated $258K sold.

CWC Advisors first reported a position in SMLR in Q4 2024 and held it in 4 quarters. The position peaked at $338K in Q4 2024. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

CWC Advisors reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
CWC Advisors sold 8,609 Semler Scientific shares in Q4 2025, an estimated $258K.
CWC Advisors first reported a position in Semler Scientific in Q4 2024 and held it in 4 quarters.
CWC Advisors's Semler Scientific position peaked at $338K in Q4 2024.
109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on CWC Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.