KIM
SEM

Kestra Investment Management’s Select Medical SEM Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-3,673
Closed -$58.6K – 899
2025
Q2 		$58.6K Buy
3,673
+1,805
+97% +$28.2K ﹤0.01% 544
2025
Q1 		$31.2K Buy
+1,868
New +$34.4K ﹤0.01% 509

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 $865B AUM 30.76% 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 $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Investment Management's SEM Position: Q3 2025 in Review

Kestra Investment Management sold out of Select Medical (SEM) in Q3 2025, closing a stake of 3,673 shares — an estimated $58.6K sold.

Kestra Investment Management first reported a position in SEM in Q1 2025 and held it in 2 quarters. The position peaked at $58.6K in Q2 2025. 268 funds tracked by Wall St. Rank hold SEM as of Q3 2025.

  • Kestra Investment Management reported no remaining Select Medical position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3,673 Select Medical shares in Q3 2025, an estimated $58.6K.
  • Kestra Investment Management first reported a position in Select Medical in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Select Medical position peaked at $58.6K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Select Medical as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.