Loring Wolcott & Coolidge Fiduciary Advisors’s Select Medical SEM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q1	–	Sell	-25,620	Closed	-$383K	–	574
2025 Q4	$383K	Hold	25,620	–	–	﹤0.01%	263
2025 Q3	$366K	Sell	25,620 -250,000	-91%	-$3.33M	﹤0.01%	269
2025 Q2	$4.18M	Sell	275,620 -411	-0.1%	-$6.41K	0.04%	94
2025 Q1	$4.5M	Buy	276,031 +177,670	+181%	+$3.27M	0.04%	90
2024 Q4	$2M	Sell	98,361 -84,197	-46%	-$1.62M	0.02%	132
2024 Q3	$3.2M	Hold	182,558	–	–	0.03%	115
2024 Q2	$3.79M	Hold	182,558	–	–	0.03%	93
2024 Q1	$2.69M	Hold	182,558	–	–	0.03%	100
2023 Q4	$2.56M	Hold	182,558	–	–	0.03%	104
2023 Q3	$2.26M	Hold	182,558	–	–	0.03%	109
2023 Q2	$3.13M	Buy	+182,558	New	+$2.83M	0.03%	98
2019 Q1	–	Sell	-14,839	Closed	-$123K	–	752
2018 Q4	$123K	Hold	14,839	–	–	﹤0.01%	300
2018 Q3	$147K	Hold	14,839	–	–	﹤0.01%	296
2018 Q2	$145K	Hold	14,839	–	–	﹤0.01%	304
2018 Q1	$138K	Hold	14,839	–	–	﹤0.01%	324
2017 Q4	$141K	Hold	14,839	–	–	﹤0.01%	322
2017 Q3	$154K	Hold	14,839	–	–	﹤0.01%	304
2017 Q2	$130K	Hold	14,839	–	–	﹤0.01%	321
2017 Q1	$107K	Hold	14,839	–	–	﹤0.01%	340
2016 Q4	$106K	Hold	14,839	–	–	﹤0.01%	327
2016 Q3	$108K	Buy	14,839 +2,710	+22%	+$17.2K	﹤0.01%	324
2016 Q2	$71K	Buy	+12,129	New	+$80.4K	﹤0.01%	360
2014 Q3	–	Sell	-496	Closed	-$4K	–	614
2014 Q2	$4K	Hold	496	–	–	﹤0.01%	597
2014 Q1	$3K	Buy	+496	New	+$3.01K	﹤0.01%	602
2013 Q4	–	Sell	-371	Closed	-$2K	–	611
2013 Q3	$2K	Buy	+371	New	+$1.7K	﹤0.01%	544

Other funds holding SEM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GCL

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SEM Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Select Medical (SEM) in Q1 2026, closing a stake of 25,620 shares — an estimated $383K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SEM in Q3 2013 and held it in 25 quarters. The position peaked at $4.5M in Q1 2025. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 25,620 Select Medical shares in Q1 2026, an estimated $383K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Select Medical in Q3 2013 and held it in 25 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Select Medical position peaked at $4.5M in Q1 2025.
278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.