Summit Securities Group’s Semler Scientific SMLR Stock Holding History

Summit Securities Group’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	-2,000	Closed	-$60K	–	1232
2025 Q3	$60K	Buy	+2,000	New	+$68.8K	0.01%	517
2025 Q2	–	Sell	-890	Closed	-$32.2K	–	1404
2025 Q1	$32.2K	Buy	+890	New	+$41.7K	0.01%	392

Other funds holding SMLR

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Securities Group's SMLR Position: Q4 2025 in Review

Summit Securities Group sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 2,000 shares — an estimated $60K sold.

Summit Securities Group first reported a position in SMLR in Q1 2025 and held it in 2 quarters. The position peaked at $60K in Q3 2025. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

Summit Securities Group reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 2,000 Semler Scientific shares in Q4 2025, an estimated $60K.
Summit Securities Group first reported a position in Semler Scientific in Q1 2025 and held it in 2 quarters.
Summit Securities Group's Semler Scientific position peaked at $60K in Q3 2025.
109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.