WPA
SEM

Wealth Preservation Advisors’s Select Medical SEM Stock Holding History

Wealth Preservation Advisors’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
-108
Closed -$1.6K – 1171
2025
Q4 		$1.6K Hold
108
– – ﹤0.01% 543
2025
Q3 		$1.38K Hold
108
– – ﹤0.01% 526
2025
Q2 		$1.63K Buy
108
+1
+0.9% +$16 ﹤0.01% 513
2025
Q1 		$1.79K Buy
+107
New +$1.97K ﹤0.01% 484

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Preservation Advisors's SEM Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Select Medical (SEM) in Q1 2026, closing a stake of 108 shares — an estimated $1.6K sold.

Wealth Preservation Advisors first reported a position in SEM in Q1 2025 and held it in 4 quarters. The position peaked at $1.79K in Q1 2025. 278 funds tracked by Wall St. Rank hold SEM as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Select Medical position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 108 Select Medical shares in Q1 2026, an estimated $1.6K.
  • Wealth Preservation Advisors first reported a position in Select Medical in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Select Medical position peaked at $1.79K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Select Medical as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.