EverSource Wealth Advisors’s Semler Scientific SMLR Stock Holding History

EverSource Wealth 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	-750	Closed	-$29.1K	–	4459
2025 Q2	$29.1K	Buy	750 +250	+50%	+$8.91K	﹤0.01%	2000
2025 Q1	$18.1K	Buy	500 +499	+49,900%	+$23.4K	﹤0.01%	1740
2024 Q4	$54	Buy	+1	New	+$46	﹤0.01%	3627
2024 Q3	–	Sell	-5	Closed	-$166	–	3115
2024 Q2	$166	Buy	+5	New	+$144	﹤0.01%	2981

Other funds holding SMLR

ICP

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's SMLR Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Semler Scientific (SMLR) in Q3 2025, closing a stake of 750 shares — an estimated $29.1K sold.

EverSource Wealth Advisors first reported a position in SMLR in Q2 2024 and held it in 4 quarters. The position peaked at $29.1K in Q2 2025. 126 funds tracked by Wall St. Rank hold SMLR as of Q3 2025.

EverSource Wealth Advisors reported no remaining Semler Scientific position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 750 Semler Scientific shares in Q3 2025, an estimated $29.1K.
EverSource Wealth Advisors first reported a position in Semler Scientific in Q2 2024 and held it in 4 quarters.
EverSource Wealth Advisors's Semler Scientific position peaked at $29.1K in Q2 2025.
126 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.