Orion Portfolio Solutions’s Semler Scientific SMLR Stock Holding History

Orion Portfolio Solutions’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 Q1	$246K	Buy	+6,798	New	+$319K	﹤0.01%	1720

Other funds holding SMLR

ICP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Orion Portfolio Solutions's SMLR Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Semler Scientific (SMLR) in Q1 2025: 6,798 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings.

125 funds tracked by Wall St. Rank hold SMLR as of Q1 2025.

Orion Portfolio Solutions held 6,798 shares of Semler Scientific worth $246K as of Q1 2025.
Semler Scientific was a new Orion Portfolio Solutions position in Q1 2025.
Semler Scientific made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1720 holding.
125 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.