Creative Planning’s Select Medical SEM Stock Holding History

Creative Planning’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
2026 Q2	$1.1M	Buy	66,929 +8,909	+15%	+$147K	﹤0.01%	2560
2026 Q1	$945K	Buy	58,020 +23,946	+70%	+$375K	﹤0.01%	2512
2025 Q4	$506K	Buy	34,074 +18,596	+120%	+$263K	﹤0.01%	2833
2025 Q3	$199K	Buy	15,478 +2,326	+18%	+$31K	﹤0.01%	3487
2025 Q2	$200K	Buy	13,152 +458	+4%	+$7.15K	﹤0.01%	3222
2025 Q1	$212K	Sell	12,694 -8,609	-40%	-$158K	﹤0.01%	3019
2024 Q4	$402K	Sell	21,303 -11,067	-34%	-$213K	﹤0.01%	2428
2024 Q3	$608K	Buy	32,370 +3,090	+11%	+$59.2K	﹤0.01%	1933
2024 Q2	$553K	Buy	29,280 +7,097	+32%	+$121K	﹤0.01%	1861
2024 Q1	$360K	Buy	+22,183	New	+$325K	﹤0.01%	2097
2023 Q3	–	Sell	-15,442	Closed	-$265K	–	3017
2023 Q2	$265K	Buy	+15,442	New	+$239K	﹤0.01%	2004
2017 Q3	–	Sell	-1,091	Closed	-$9K	–	3389
2017 Q2	$9K	Hold	1,091	–	–	﹤0.01%	3700
2017 Q1	$8K	Hold	1,091	–	–	﹤0.01%	3737
2016 Q4	$8K	Hold	1,091	–	–	﹤0.01%	3708
2016 Q3	$8K	Hold	1,091	–	–	﹤0.01%	3663
2016 Q2	$6K	Hold	1,091	–	–	﹤0.01%	3557
2016 Q1	$7K	Hold	1,091	–	–	﹤0.01%	3422
2015 Q4	$7K	Sell	1,091 -1,114	-51%	-$6.96K	﹤0.01%	3523
2015 Q3	$13K	Buy	+2,205	New	+$16.4K	﹤0.01%	3040
2015 Q2	–	Sell	-1,084	Closed	-$9K	–	2674
2015 Q1	$9K	Hold	1,084	–	–	﹤0.01%	3264
2014 Q4	$8K	Hold	1,084	–	–	﹤0.01%	3247
2014 Q3	$7K	Hold	1,084	–	–	﹤0.01%	3142
2014 Q2	$9K	Buy	+1,084	New	+$8.4K	﹤0.01%	2942

Other funds holding SEM

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DAM

Decagon Asset Management London, United Kingdom $525M AUM 50.51% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Creative Planning's SEM Position: Q2 2026 in Review

Creative Planning increased its Select Medical (SEM) stake by 15% in Q2 2026, buying an estimated $147K and bringing the position to 66,929 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Creative Planning first reported a position in SEM in Q2 2014 and has held it in 23 quarters since. 238 funds tracked by Wall St. Rank hold SEM as of Q2 2026.

Creative Planning held 66,929 shares of Select Medical worth $1.1M as of Q2 2026.
Creative Planning bought 8,909 Select Medical shares in Q2 2026, an estimated $147K.
Select Medical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2560 holding.
Creative Planning first reported a position in Select Medical in Q2 2014 and has held it in 23 quarters since.
238 funds tracked by Wall St. Rank held Select Medical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.