Alliance Wealth Advisors (Utah)’s US Physical Therapy USPH Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio USPH Stock Details USPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,975	Closed	-$253K	–	297
2025 Q3	$253K	Sell	2,975 -770	-21%	-$61.7K	0.06%	240
2025 Q2	$293K	Buy	+3,745	New	+$276K	0.07%	227
2025 Q1	–	Sell	-2,481	Closed	-$220K	–	274
2024 Q4	$220K	Sell	2,481 -96	-4%	-$8.55K	0.06%	242
2024 Q3	$218K	Sell	2,577 -104	-4%	-$9.23K	0.06%	226
2024 Q2	$248K	Sell	2,681 -78	-3%	-$7.89K	0.07%	206
2024 Q1	$311K	Sell	2,759 -54	-2%	-$5.39K	0.09%	198
2023 Q4	$262K	Buy	2,813 +61	+2%	+$5.37K	0.09%	211
2023 Q3	$252K	Buy	2,752 +10	+0.4%	+$1.07K	0.09%	195
2023 Q2	$333K	Sell	2,742 -8	-0.3%	-$863	0.12%	166
2023 Q1	$269K	Buy	+2,750	New	+$262K	0.11%	189

Other funds holding USPH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s USPH Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 2,975 shares — an estimated $253K sold.

Alliance Wealth Advisors (Utah) first reported a position in USPH in Q1 2023 and held it in 10 quarters. The position peaked at $333K in Q2 2023. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 2,975 US Physical Therapy shares in Q4 2025, an estimated $253K.
Alliance Wealth Advisors (Utah) first reported a position in US Physical Therapy in Q1 2023 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s US Physical Therapy position peaked at $333K in Q2 2023.
228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.