MWM
SEM

Moran Wealth Management’s Select Medical SEM Stock Holding History

Moran Wealth 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
Q2 		– Sell
-232,908
Closed -$3.89M – 510
2025
Q1 		$3.89M Buy
232,908
+115,840
+99% +$2.13M 0.13% 209
2024
Q4 		$2.21M Buy
+117,068
New +$2.26M 0.07% 251

Other funds holding SEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Moran Wealth Management's SEM Position: Q2 2025 in Review

Moran Wealth Management sold out of Select Medical (SEM) in Q2 2025, closing a stake of 232,908 shares — an estimated $3.89M sold.

Moran Wealth Management first reported a position in SEM in Q4 2024 and held it in 2 quarters. The position peaked at $3.89M in Q1 2025. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

  • Moran Wealth Management reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 232,908 Select Medical shares in Q2 2025, an estimated $3.89M.
  • Moran Wealth Management first reported a position in Select Medical in Q4 2024 and held it in 2 quarters.
  • Moran Wealth Management's Select Medical position peaked at $3.89M in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.