PWM
SMLR

Pinnacle Wealth Management’s Semler Scientific SMLR Stock Holding History

Pinnacle Wealth Management’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
Q3 		– Sell
-46,369
Closed -$1.8M – 45
2025
Q2 		$1.8M Buy
+46,369
New +$1.65M 1.5% 30
2025
Q1 		– Sell
-42,210
Closed -$2.28M – 73
2024
Q4 		$2.28M Buy
+42,210
New +$1.94M 2.54% 16

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Wealth Management's SMLR Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of Semler Scientific (SMLR) in Q3 2025, closing a stake of 46,369 shares — an estimated $1.8M sold.

Pinnacle Wealth Management first reported a position in SMLR in Q4 2024 and held it in 2 quarters. The position peaked at $2.28M in Q4 2024. 126 funds tracked by Wall St. Rank hold SMLR as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining Semler Scientific position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 46,369 Semler Scientific shares in Q3 2025, an estimated $1.8M.
  • Pinnacle Wealth Management first reported a position in Semler Scientific in Q4 2024 and held it in 2 quarters.
  • Pinnacle Wealth Management's Semler Scientific position peaked at $2.28M in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.