Ritholtz Wealth Management’s Select Medical SEM Stock Holding History

Ritholtz 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 Q3	–	Sell	-17,108	Closed	-$260K	–	1106
2025 Q2	$260K	Sell	17,108 -10,444	-38%	-$163K	0.01%	844
2025 Q1	$460K	Buy	+27,552	New	+$507K	0.01%	616
2022 Q1	–	Sell	-24,031	Closed	-$381K	–	606
2021 Q4	$381K	Sell	24,031 -7,031	-23%	-$120K	0.02%	359
2021 Q3	$605K	Sell	31,062 -351	-1%	-$6.97K	0.04%	231
2021 Q2	$715K	Buy	31,413 +12,840	+69%	+$266K	0.05%	194
2021 Q1	$341K	Buy	18,573 +1,071	+6%	+$17.6K	0.03%	279
2020 Q4	$261K	Buy	+17,502	New	+$228K	0.03%	284

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ritholtz Wealth Management's SEM Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Select Medical (SEM) in Q3 2025, closing a stake of 17,108 shares — an estimated $260K sold.

Ritholtz Wealth Management first reported a position in SEM in Q4 2020 and held it in 7 quarters. The position peaked at $715K in Q2 2021. 268 funds tracked by Wall St. Rank hold SEM as of Q3 2025.

Ritholtz Wealth Management reported no remaining Select Medical position as of Q3 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 17,108 Select Medical shares in Q3 2025, an estimated $260K.
Ritholtz Wealth Management first reported a position in Select Medical in Q4 2020 and held it in 7 quarters.
Ritholtz Wealth Management's Select Medical position peaked at $715K in Q2 2021.
268 funds tracked by Wall St. Rank held Select Medical as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.