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 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

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

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

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

CCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SAM

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

AssetMark Inc's USPH Position: Q2 2026 in Review

AssetMark Inc held its US Physical Therapy (USPH) position steady in Q2 2026 at 570 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

AssetMark Inc first reported a position in USPH in Q4 2016 and has held it in 17 quarters since. The position peaked at $48.4K in Q3 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

AssetMark Inc held 570 shares of US Physical Therapy worth $39.1K as of Q2 2026.
AssetMark Inc left its US Physical Therapy share count unchanged in Q2 2026.
US Physical Therapy made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1930 holding.
AssetMark Inc first reported a position in US Physical Therapy in Q4 2016 and has held it in 17 quarters since.
AssetMark Inc's US Physical Therapy position peaked at $48.4K in Q3 2025.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.