CA
SEM

Clearstead Advisors’s Select Medical SEM Stock Holding History

Clearstead Advisors’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
-17
Closed -$219 – 3191
2025
Q3 		$219 Buy
+17
New +$227 ﹤0.01% 2851
2023
Q4 		– Sell
-356
Closed -$4.85K – 1628
2023
Q3 		$4.85K Buy
+356
New +$5.5K ﹤0.01% 1247

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Advisors's SEM Position: Q4 2025 in Review

Clearstead Advisors sold out of Select Medical (SEM) in Q4 2025, closing a stake of 17 shares — an estimated $219 sold.

Clearstead Advisors first reported a position in SEM in Q3 2023 and held it in 2 quarters. The position peaked at $4.85K in Q3 2023. 268 funds tracked by Wall St. Rank hold SEM as of Q4 2025.

  • Clearstead Advisors reported no remaining Select Medical position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 17 Select Medical shares in Q4 2025, an estimated $219.
  • Clearstead Advisors first reported a position in Select Medical in Q3 2023 and held it in 2 quarters.
  • Clearstead Advisors's Select Medical position peaked at $4.85K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Select Medical as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.