Avion Wealth’s Select Medical SEM Stock Holding History

Avion Wealth’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-41	Closed	–	–	1546
2025 Q3	$0	Buy	+41	New	+$546	﹤0.01%	1505

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's SEM Position: Q4 2025 in Review

Avion Wealth sold out of Select Medical (SEM) in Q4 2025, closing a stake of 41 shares.

Avion Wealth first reported a position in SEM in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 268 funds tracked by Wall St. Rank hold SEM as of Q4 2025.

Avion Wealth reported no remaining Select Medical position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 41 Select Medical shares in Q4 2025.
Avion Wealth first reported a position in Select Medical in Q3 2025 and held it in 1 quarter.
Avion Wealth's Select Medical position peaked at $0 in Q3 2025.
268 funds tracked by Wall St. Rank held Select Medical as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.