SageView Advisory Group’s Select Medical SEM Stock Holding History

SageView Advisory Group’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	-187	Closed	-$2.78K	–	2095
2025 Q4	$2.78K	Buy	+187	New	+$2.64K	﹤0.01%	2146

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

SageView Advisory Group's SEM Position: Q1 2026 in Review

SageView Advisory Group sold out of Select Medical (SEM) in Q1 2026, closing a stake of 187 shares — an estimated $2.78K sold.

SageView Advisory Group first reported a position in SEM in Q4 2025 and held it in 1 quarter. The position peaked at $2.78K in Q4 2025. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

SageView Advisory Group reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 187 Select Medical shares in Q1 2026, an estimated $2.78K.
SageView Advisory Group first reported a position in Select Medical in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Select Medical position peaked at $2.78K in Q4 2025.
278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.