Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s US Physical Therapy USPH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$53.1K Buy
708
+119
+20% +$9.75K ﹤0.01% 3779
2025
Q4 		$46K Sell
589
-379
-39% -$30.8K ﹤0.01% 3670
2025
Q3 		$82K Buy
968
+141
+17% +$11.3K ﹤0.01% 3142
2025
Q2 		$65K Buy
827
+558
+207% +$41.1K ﹤0.01% 3077
2025
Q1 		$19K Sell
269
-48
-15% -$4.03K ﹤0.01% 3725
2024
Q4 		$28K Buy
317
+143
+82% +$12.7K ﹤0.01% 3234
2024
Q3 		$15K Sell
174
-7
-4% -$621 ﹤0.01% 3562
2024
Q2 		$17K Buy
181
+53
+41% +$5.36K ﹤0.01% 3242
2024
Q1 		$14K Buy
128
+52
+68% +$5.19K ﹤0.01% 3152
2023
Q4 		$7K Sell
76
-8
-10% -$704 ﹤0.01% 3380
2023
Q3 		$8K Hold
84
– – ﹤0.01% 3274
2023
Q2 		$10K Sell
84
-93
-53% -$10K ﹤0.01% 3105
2023
Q1 		$17K Hold
177
– – ﹤0.01% 2630
2022
Q4 		$14K Sell
177
-17
-9% -$1.43K ﹤0.01% 2626
2022
Q3 		$15K Buy
194
+83
+75% +$7.98K ﹤0.01% 2438
2022
Q2 		$12K Buy
111
+93
+517% +$9.88K ﹤0.01% 2489
2022
Q1 		$2K Buy
+18
New +$1.72K ﹤0.01% 3243

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USPH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its US Physical Therapy (USPH) stake by 20% in Q1 2026, buying an estimated $9.75K and bringing the position to 708 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3779.

Carson Wealth (CWM LLC) first reported a position in USPH in Q1 2022 and has held it in 17 quarters since. The position peaked at $82K in Q3 2025. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 708 shares of US Physical Therapy worth $53.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 119 US Physical Therapy shares in Q1 2026, an estimated $9.75K.
  • US Physical Therapy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3779 holding.
  • Carson Wealth (CWM LLC) first reported a position in US Physical Therapy in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s US Physical Therapy position peaked at $82K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.