NEWAS
SMLR

N.E.W. Advisory Services’s Semler Scientific SMLR Stock Holding History

N.E.W. Advisory Services’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
-30
Closed -$900 – 926
2025
Q3 		$900 Buy
+30
New +$1.03K ﹤0.01% 807

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

N.E.W. Advisory Services's SMLR Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 30 shares — an estimated $900 sold.

N.E.W. Advisory Services first reported a position in SMLR in Q3 2025 and held it in 1 quarter. The position peaked at $900 in Q3 2025. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 30 Semler Scientific shares in Q4 2025, an estimated $900.
  • N.E.W. Advisory Services first reported a position in Semler Scientific in Q3 2025 and held it in 1 quarter.
  • N.E.W. Advisory Services's Semler Scientific position peaked at $900 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.