GRP
SMLR

Global Retirement Partners’s Semler Scientific SMLR Stock Holding History

Global Retirement Partners’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
-150
Closed -$4.5K – 4399
2025
Q3 		$4.5K Buy
+150
New +$5.16K ﹤0.01% 3015
2024
Q4 		$70.2K Buy
1,300
+500
+63% +$23K ﹤0.01% 1449
2024
Q3 		$18.8K Hold
800
– – ﹤0.01% 2029
2024
Q2 		$27.5K Buy
+800
New +$23K ﹤0.01% 1830

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

Global Retirement Partners's SMLR Position: Q4 2025 in Review

Global Retirement Partners sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 150 shares — an estimated $4.5K sold.

Global Retirement Partners first reported a position in SMLR in Q2 2024 and held it in 4 quarters. The position peaked at $70.2K in Q4 2024. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

  • Global Retirement Partners reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 150 Semler Scientific shares in Q4 2025, an estimated $4.5K.
  • Global Retirement Partners first reported a position in Semler Scientific in Q2 2024 and held it in 4 quarters.
  • Global Retirement Partners's Semler Scientific position peaked at $70.2K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.