SSG
SMLR

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
-1,000
Closed -$30K – 1231
2025
Q3 		$30K Buy
+1,000
New +$34.4K 0.01% 688

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

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.