Kestra Private Wealth Services’s Semler Scientific SMLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-26,850
Closed -$411K 1865
2025
Q4
$411K Buy
26,850
+13,400
+100% +$304K 0.01% 1275
2025
Q3
$404K Buy
+13,450
New +$463K 0.01% 1212

Kestra Private Wealth Services's SMLR Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 26,850 shares — an estimated $411K sold.

Kestra Private Wealth Services first reported a position in SMLR in Q3 2025 and held it in 2 quarters. The position peaked at $411K in Q4 2025. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 26,850 Semler Scientific shares in Q1 2026, an estimated $411K.
  • Kestra Private Wealth Services first reported a position in Semler Scientific in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Semler Scientific position peaked at $411K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.