Steward Partners Investment Advisory’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
-75
Closed -$1.15K 4549
2025
Q4
$1.15K Sell
75
-2,412
-97% -$54.7K ﹤0.01% 4073
2025
Q3
$74.6K Buy
2,487
+634
+34% +$21.8K ﹤0.01% 2412
2025
Q2
$71.8K Sell
1,853
-82
-4% -$2.92K ﹤0.01% 2288
2025
Q1
$70K Buy
+1,935
New +$90.7K ﹤0.01% 2208
2024
Q2
Sell
-1,336
Closed -$39K 3707
2024
Q1
$39K Buy
+1,336
New +$55.8K ﹤0.01% 2226

Steward Partners Investment Advisory's SMLR Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Semler Scientific (SMLR) in Q1 2026, closing a stake of 75 shares — an estimated $1.15K sold.

Steward Partners Investment Advisory first reported a position in SMLR in Q1 2024 and held it in 5 quarters. The position peaked at $74.6K in Q3 2025. 0 funds tracked by Wall St. Rank hold SMLR as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Semler Scientific position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 75 Semler Scientific shares in Q1 2026, an estimated $1.15K.
  • Steward Partners Investment Advisory first reported a position in Semler Scientific in Q1 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Semler Scientific position peaked at $74.6K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.