FMP
SMLR

Financial Management Professionals’s Semler Scientific SMLR Stock Holding History

Financial Management Professionals’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
-100
Closed -$3K – 1023
2025
Q3 		$3K Buy
+100
New +$3.44K ﹤0.01% 657
2024
Q4 		– Sell
-100
Closed -$2K – 1040
2024
Q3 		$2K Hold
100
– – ﹤0.01% 763
2024
Q2 		$3K Sell
100
-1,043
-91% -$30K ﹤0.01% 678
2024
Q1 		$33K Sell
1,143
-1,410
-55% -$58.8K ﹤0.01% 341
2023
Q4 		$113K Sell
2,553
-40
-2% -$1.44K 0.02% 173
2023
Q3 		$66K Hold
2,593
– – 0.01% 218
2023
Q2 		$68K Hold
2,593
– – 0.01% 233
2023
Q1 		$69K Hold
2,593
– – 0.01% 239
2022
Q4 		$86K Sell
2,593
-50
-2% -$1.73K 0.02% 175
2022
Q3 		$99K Hold
2,643
– – 0.02% 152
2022
Q2 		$74K Sell
2,643
-370
-12% -$13.2K 0.02% 187
2022
Q1 		$149K Buy
3,013
+1,999
+197% +$134K 0.03% 129
2021
Q4 		$93K Buy
1,014
+410
+68% +$46K 0.02% 182
2021
Q3 		$76K Buy
+604
New +$76.3K 0.02% 202

Other funds holding SMLR

Morgan Stanley
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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Charles Schwab
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
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Management Professionals's SMLR Position: Q4 2025 in Review

Financial Management Professionals sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 100 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in SMLR in Q3 2021 and held it in 14 quarters. The position peaked at $149K in Q1 2022. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

  • Financial Management Professionals reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 100 Semler Scientific shares in Q4 2025, an estimated $3K.
  • Financial Management Professionals first reported a position in Semler Scientific in Q3 2021 and held it in 14 quarters.
  • Financial Management Professionals's Semler Scientific position peaked at $149K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.