EWA
SEM

EverSource Wealth Advisors’s Select Medical SEM Stock Holding History

EverSource Wealth 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
2026
Q2 		$21.2K Buy
1,283
+619
+93% +$10.2K ﹤0.01% 2385
2026
Q1 		$10.8K Sell
664
-188
-22% -$2.94K ﹤0.01% 2871
2025
Q4 		$12.7K Buy
852
+531
+165% +$7.5K ﹤0.01% 2688
2025
Q3 		$4.12K Sell
321
-219
-41% -$2.92K ﹤0.01% 3237
2025
Q2 		$8.2K Sell
540
-84
-13% -$1.31K ﹤0.01% 2943
2025
Q1 		$10.4K Buy
624
+90
+17% +$1.66K ﹤0.01% 2088
2024
Q4 		$10.1K Sell
534
-598
-53% -$11.5K ﹤0.01% 1990
2024
Q3 		$21.3K Sell
1,132
-28
-2% -$536 ﹤0.01% 1459
2024
Q2 		$24.9K Buy
1,160
+215
+23% +$3.67K ﹤0.01% 1398
2024
Q1 		$14.4K Sell
945
-107
-10% -$1.57K ﹤0.01% 1520
2023
Q4 		$13.3K Buy
1,052
+111
+12% +$1.4K ﹤0.01% 1433
2023
Q3 		$12.8K Sell
941
-386
-29% -$5.96K ﹤0.01% 1323
2023
Q2 		$22.8K Hold
1,327
– – ﹤0.01% 1107
2023
Q1 		$18.5K Buy
1,327
+33
+3% +$486 ﹤0.01% 1110
2022
Q4 		$17.3K Sell
1,294
-313
-19% -$4.05K ﹤0.01% 1105
2022
Q3 		$19K Buy
1,607
+313
+24% +$4.45K ﹤0.01% 928
2022
Q2 		$17K Sell
1,294
-347
-21% -$4.45K ﹤0.01% 880
2022
Q1 		$21K Buy
1,641
+1,487
+966% +$19.6K 0.01% 685
2021
Q4 		$2K Buy
+154
New +$2.63K ﹤0.01% 1615

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Verition Fund Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Millennium Management
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

EverSource Wealth Advisors's SEM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Select Medical (SEM) stake by 93% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,283 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

EverSource Wealth Advisors first reported a position in SEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.9K in Q2 2024. 238 funds tracked by Wall St. Rank hold SEM as of Q2 2026.

  • EverSource Wealth Advisors held 1,283 shares of Select Medical worth $21.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 619 Select Medical shares in Q2 2026, an estimated $10.2K.
  • Select Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2385 holding.
  • EverSource Wealth Advisors first reported a position in Select Medical in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Select Medical position peaked at $24.9K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Select Medical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.