Callan Family Office’s US Physical Therapy USPH Stock Holding History

Callan Family Office’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	$1.86M	Buy	27,106 +1,500	+6%	+$102K	0.04%	415
2026 Q1	$1.92M	Buy	25,606 +412	+2%	+$33.8K	0.04%	368
2025 Q4	$1.97M	Buy	+25,194	New	+$2.04M	0.04%	355
2025 Q3	–	Sell	-5,415	Closed	-$423K	–	951
2025 Q2	$423K	Buy	+5,415	New	+$399K	0.01%	649

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 $3.38T AUM 44.17% 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

Callan Family Office's USPH Position: Q2 2026 in Review

Callan Family Office increased its US Physical Therapy (USPH) stake by 5.9% in Q2 2026, buying an estimated $102K and bringing the position to 27,106 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #415.

Callan Family Office first reported a position in USPH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q4 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Callan Family Office held 27,106 shares of US Physical Therapy worth $1.86M as of Q2 2026.
Callan Family Office bought 1,500 US Physical Therapy shares in Q2 2026, an estimated $102K.
US Physical Therapy made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #415 holding.
Callan Family Office first reported a position in US Physical Therapy in Q2 2025 and has held it in 4 quarters since.
Callan Family Office's US Physical Therapy position peaked at $1.97M in Q4 2025.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.