Carson Wealth (CWM LLC)’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.9K | Buy |
1,957
+855
| +78% | +$13.4K | ﹤0.01% | 4117 |
|
|
2025
Q4 | $16K | Buy |
1,102
+524
| +91% | +$7.41K | ﹤0.01% | 4305 |
|
|
2025
Q3 | $7K | Sell |
578
-447
| -44% | -$5.96K | ﹤0.01% | 4637 |
|
|
2025
Q2 | $16K | Buy |
1,025
+108
| +12% | +$1.69K | ﹤0.01% | 4053 |
|
|
2025
Q1 | $15K | Sell |
917
-241
| -21% | -$4.44K | ﹤0.01% | 3888 |
|
|
2024
Q4 | $22K | Sell |
1,158
-408
| -26% | -$7.87K | ﹤0.01% | 3381 |
|
|
2024
Q3 | $29K | Buy |
1,566
+48
| +3% | +$920 | ﹤0.01% | 3126 |
|
|
2024
Q2 | $29K | Buy |
1,518
+163
| +12% | +$2.78K | ﹤0.01% | 2872 |
|
|
2024
Q1 | $22K | Buy |
1,355
+330
| +32% | +$4.83K | ﹤0.01% | 2841 |
|
|
2023
Q4 | $13K | Sell |
1,025
-998
| -49% | -$12.6K | ﹤0.01% | 3048 |
|
|
2023
Q3 | $28K | Sell |
2,023
-247
| -11% | -$3.81K | ﹤0.01% | 2463 |
|
|
2023
Q2 | $39K | Buy |
2,270
+342
| +18% | +$5.3K | ﹤0.01% | 2171 |
|
|
2023
Q1 | $27K | Buy |
1,928
+449
| +30% | +$6.61K | ﹤0.01% | 2299 |
|
|
2022
Q4 | $20K | Sell |
1,479
-201
| -12% | -$2.6K | ﹤0.01% | 2381 |
|
|
2022
Q3 | $20K | Buy |
1,680
+865
| +106% | +$12.3K | ﹤0.01% | 2233 |
|
|
2022
Q2 | $10K | Sell |
815
-165
| -17% | -$2.12K | ﹤0.01% | 2601 |
|
|
2022
Q1 | $13K | Sell |
980
-347
| -26% | -$4.58K | ﹤0.01% | 2342 |
|
|
2021
Q4 | $21K | Buy |
+1,327
| New | +$22.7K | ﹤0.01% | 1973 |
|
|
2021
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q1 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q4 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q3 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q1 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q4 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q3 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q1 | $24K | Buy |
1,049
+928
| +767% | +$7.46K | ﹤0.01% | 1715 |
|
|
2018
Q4 | $1K | Hold |
121
| – | – | ﹤0.01% | 1982 |
|
|
2018
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 1742 |
|
|
2018
Q2 | $1K | Hold |
121
| – | – | ﹤0.01% | 1587 |
|
|
2018
Q1 | $1K | Hold |
121
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q4 | $1K | Hold |
121
| – | – | ﹤0.01% | 1394 |
|
|
2017
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 1413 |
|
|
2017
Q2 | $1K | Hold |
121
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q1 | $1K | Buy |
+121
| New | +$877 | ﹤0.01% | 1103 |
|
Other funds holding SEM
GCL
Carson Wealth (CWM LLC)'s SEM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Select Medical (SEM) stake by 78% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,957 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4117.
Carson Wealth (CWM LLC) first reported a position in SEM in Q1 2017 and has held it in 36 quarters since. The position peaked at $39K in Q2 2023. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,957 shares of Select Medical worth $31.9K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 855 Select Medical shares in Q1 2026, an estimated $13.4K.
- Select Medical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4117 holding.
- Carson Wealth (CWM LLC) first reported a position in Select Medical in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Select Medical position peaked at $39K in Q2 2023.
- 278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.