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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return