Optimize Financial’s Select Medical SEM Stock Holding History

Optimize Financial’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	-32,900	Closed	-$489K	–	436
2025 Q4	$489K	Buy	32,900 +472	+1%	+$6.67K	0.25%	142
2025 Q3	$416K	Buy	+32,428	New	+$432K	0.22%	195

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

Optimize Financial's SEM Position: Q1 2026 in Review

Optimize Financial sold out of Select Medical (SEM) in Q1 2026, closing a stake of 32,900 shares — an estimated $489K sold.

Optimize Financial first reported a position in SEM in Q3 2025 and held it in 2 quarters. The position peaked at $489K in Q4 2025. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

Optimize Financial reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 32,900 Select Medical shares in Q1 2026, an estimated $489K.
Optimize Financial first reported a position in Select Medical in Q3 2025 and held it in 2 quarters.
Optimize Financial's Select Medical position peaked at $489K in Q4 2025.
278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.