WANY
SEM

Wealthspire Advisors (New York)’s Select Medical SEM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-37
Closed -$475 – 2556
2025
Q3 		$475 Buy
+37
New +$493 ﹤0.01% 2845

Other funds holding SEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s SEM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Select Medical (SEM) in Q4 2025, closing a stake of 37 shares — an estimated $475 sold.

Wealthspire Advisors (New York) first reported a position in SEM in Q3 2025 and held it in 1 quarter. The position peaked at $475 in Q3 2025. 268 funds tracked by Wall St. Rank hold SEM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Select Medical position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 37 Select Medical shares in Q4 2025, an estimated $475.
  • Wealthspire Advisors (New York) first reported a position in Select Medical in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Select Medical position peaked at $475 in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Select Medical as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.