Bell Investment Advisors’s US Physical Therapy USPH Stock Holding History

Bell Investment Advisors’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 Q1	–	Sell	-7	Closed	-$621	–	1950
2024 Q4	$621	Hold	7	–	–	﹤0.01%	1708
2024 Q3	$593	Hold	7	–	–	﹤0.01%	1742
2024 Q2	$647	Hold	7	–	–	﹤0.01%	1732
2024 Q1	$791	Hold	7	–	–	﹤0.01%	1668
2023 Q4	$652	Hold	7	–	–	﹤0.01%	1719
2023 Q3	$643	Sell	7 -19	-73%	-$2.04K	﹤0.01%	1693
2023 Q2	$3.16K	Hold	26	–	–	﹤0.01%	1062
2023 Q1	$2.55K	Buy	26 +19	+271%	+$1.81K	﹤0.01%	1126
2022 Q4	$567	Hold	7	–	–	﹤0.01%	1753
2022 Q3	$1K	Buy	+7	New	+$673	﹤0.01%	1618
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1949
2021 Q3	$0	Buy	+4	New	+$456	﹤0.01%	1834

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell Investment Advisors's USPH Position: Q1 2025 in Review

Bell Investment Advisors sold out of US Physical Therapy (USPH) in Q1 2025, closing a stake of 7 shares — an estimated $621 sold.

Bell Investment Advisors first reported a position in USPH in Q3 2021 and held it in 12 quarters. The position peaked at $3.16K in Q2 2023. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

Bell Investment Advisors reported no remaining US Physical Therapy position as of Q1 2025 after selling out during the quarter.
Bell Investment Advisors sold 7 US Physical Therapy shares in Q1 2025, an estimated $621.
Bell Investment Advisors first reported a position in US Physical Therapy in Q3 2021 and held it in 12 quarters.
Bell Investment Advisors's US Physical Therapy position peaked at $3.16K in Q2 2023.
253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.