AssetMark Inc’s US Physical Therapy USPH Stock Holding History

AssetMark Inc’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
2026 Q3	$57.4K	Buy	669 +99	+17%	+$7.74K	﹤0.01%	1830
2026 Q2	$39.1K	Hold	570	–	–	﹤0.01%	1930
2026 Q1	$42.7K	Hold	570	–	–	﹤0.01%	1803
2025 Q4	$44.5K	Hold	570	–	–	﹤0.01%	1759
2025 Q3	$48.4K	Hold	570	–	–	﹤0.01%	1645
2025 Q2	$44.6K	Buy	570 +150	+36%	+$11.1K	﹤0.01%	1597
2025 Q1	$30.4K	Buy	420 +55	+15%	+$4.62K	﹤0.01%	1582
2024 Q4	$32.4K	Hold	365	–	–	﹤0.01%	1532
2024 Q3	$30.9K	Hold	365	–	–	﹤0.01%	1400
2024 Q2	$33.7K	Hold	365	–	–	﹤0.01%	1301
2024 Q1	$41.2K	Hold	365	–	–	﹤0.01%	1190
2023 Q4	$34K	Hold	365	–	–	﹤0.01%	1223
2023 Q3	$33.5K	Buy	365 +105	+40%	+$11.3K	﹤0.01%	1174
2023 Q2	$31.6K	Buy	260 +240	+1,200%	+$25.9K	﹤0.01%	1158
2023 Q1	$1.96K	Buy	+20	New	+$1.91K	﹤0.01%	1401
2018 Q1	–	Sell	-4	Closed	–	–	2001
2017 Q4	$0	Buy	+4	New	+$273	﹤0.01%	2143
2017 Q3	–	Sell	-1	Closed	–	–	1627
2017 Q2	$0	Buy	+1	New	+$64	﹤0.01%	1493
2017 Q1	–	Sell	-3	Closed	–	–	1442
2016 Q4	$0	Buy	+3	New	+$191	﹤0.01%	1394

Other funds holding USPH

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc's USPH Position: Q3 2026 in Review

AssetMark Inc increased its US Physical Therapy (USPH) stake by 17% in Q3 2026, buying an estimated $7.74K and bringing the position to 669 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

AssetMark Inc first reported a position in USPH in Q4 2016 and has held it in 18 quarters since. 104 funds tracked by Wall St. Rank hold USPH as of Q3 2026.

AssetMark Inc held 669 shares of US Physical Therapy worth $57.4K as of Q3 2026.
AssetMark Inc bought 99 US Physical Therapy shares in Q3 2026, an estimated $7.74K.
US Physical Therapy made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1830 holding.
AssetMark Inc first reported a position in US Physical Therapy in Q4 2016 and has held it in 18 quarters since.
104 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.