Bogart Wealth LLC’s Select Medical SEM Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-50	Closed	-$759	–	1584
2025 Q2	$759	Hold	50	–	–	﹤0.01%	1258
2025 Q1	$835	Hold	50	–	–	﹤0.01%	1205
2024 Q4	$943	Sell	50 -43	-46%	-$829	﹤0.01%	1210
2024 Q3	$1.74K	Hold	93	–	–	﹤0.01%	981
2024 Q2	$1.75K	Hold	93	–	–	﹤0.01%	948
2024 Q1	$1.51K	Hold	93	–	–	﹤0.01%	937
2023 Q4	$1.18K	Hold	93	–	–	﹤0.01%	948
2023 Q3	$1.26K	Hold	93	–	–	﹤0.01%	939
2023 Q2	$1.59K	Hold	93	–	–	﹤0.01%	908
2023 Q1	$1.29K	Hold	93	–	–	﹤0.01%	968
2022 Q4	$1.24K	Hold	93	–	–	﹤0.01%	844
2022 Q3	$1K	Hold	93	–	–	﹤0.01%	939
2022 Q2	$1K	Hold	93	–	–	﹤0.01%	861
2022 Q1	$1K	Buy	93 +19	+26%	+$251	﹤0.01%	759
2021 Q4	$1K	Hold	74	–	–	﹤0.01%	729
2021 Q3	$1K	Hold	74	–	–	﹤0.01%	700
2021 Q2	$2K	Buy	+74	New	+$1.54K	﹤0.01%	612

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC's SEM Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Select Medical (SEM) in Q3 2025, closing a stake of 50 shares — an estimated $759 sold.

Bogart Wealth LLC first reported a position in SEM in Q2 2021 and held it in 17 quarters. The position peaked at $2K in Q2 2021. 268 funds tracked by Wall St. Rank hold SEM as of Q3 2025.

Bogart Wealth LLC reported no remaining Select Medical position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 50 Select Medical shares in Q3 2025, an estimated $759.
Bogart Wealth LLC first reported a position in Select Medical in Q2 2021 and held it in 17 quarters.
Bogart Wealth LLC's Select Medical position peaked at $2K in Q2 2021.
268 funds tracked by Wall St. Rank held Select Medical as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.