True Wealth Design’s Select Medical SEM Stock Holding History

True Wealth Design’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	-2	Closed	-$31	–	2864
2025 Q2	$31	Hold	2	–	–	﹤0.01%	2468
2025 Q1	$34	Buy	+2	New	+$37	﹤0.01%	2479
2023 Q2	–	Sell	-80	Closed	-$1.11K	–	859
2023 Q1	$1.11K	Buy	+80	New	+$1.18K	﹤0.01%	396

Other funds holding SEM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

True Wealth Design's SEM Position: Q3 2025 in Review

True Wealth Design sold out of Select Medical (SEM) in Q3 2025, closing a stake of 2 shares — an estimated $31 sold.

True Wealth Design first reported a position in SEM in Q1 2023 and held it in 3 quarters. The position peaked at $1.11K in Q1 2023. 268 funds tracked by Wall St. Rank hold SEM as of Q3 2025.

True Wealth Design reported no remaining Select Medical position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 2 Select Medical shares in Q3 2025, an estimated $31.
True Wealth Design first reported a position in Select Medical in Q1 2023 and held it in 3 quarters.
True Wealth Design's Select Medical position peaked at $1.11K in Q1 2023.
268 funds tracked by Wall St. Rank held Select Medical as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.