Clearstead Trust’s Select Medical SEM Stock Holding History

Clearstead Trust’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	-50	Closed	-$642	–	1449
2025 Q3	$642	Hold	50	–	–	﹤0.01%	1328
2025 Q2	$759	Buy	+50	New	+$780	﹤0.01%	1236

Other funds holding SEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's SEM Position: Q4 2025 in Review

Clearstead Trust sold out of Select Medical (SEM) in Q4 2025, closing a stake of 50 shares — an estimated $642 sold.

Clearstead Trust first reported a position in SEM in Q2 2025 and held it in 2 quarters. The position peaked at $759 in Q2 2025. 268 funds tracked by Wall St. Rank hold SEM as of Q4 2025.

Clearstead Trust reported no remaining Select Medical position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 50 Select Medical shares in Q4 2025, an estimated $642.
Clearstead Trust first reported a position in Select Medical in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Select Medical position peaked at $759 in Q2 2025.
268 funds tracked by Wall St. Rank held Select Medical as of Q4 2025.

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