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CBIZ Investment Advisory Services’s US Physical Therapy USPH Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-360
Closed -$28.1K – 723
2025
Q4 		$28.1K Sell
360
-1
-0.3% -$81 ﹤0.01% 215
2025
Q3 		$30.6K Sell
361
-3
-0.8% -$240 ﹤0.01% 191
2025
Q2 		$28.4K Buy
364
+40
+12% +$2.95K ﹤0.01% 203
2025
Q1 		$23.6K Sell
324
-2
-0.6% -$168 ﹤0.01% 208
2024
Q4 		$28.9K Buy
326
+122
+60% +$10.9K ﹤0.01% 161
2024
Q3 		$17.3K Buy
204
+12
+6% +$1.06K ﹤0.01% 215
2024
Q2 		$17.7K Hold
192
– – ﹤0.01% 183
2024
Q1 		$2.17K Buy
+192
New +$19.2K ﹤0.01% 305

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $743M AUM 34.03% 1-Year Est. Return

CBIZ Investment Advisory Services's USPH Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of US Physical Therapy (USPH) in Q1 2026, closing a stake of 360 shares — an estimated $28.1K sold.

CBIZ Investment Advisory Services first reported a position in USPH in Q1 2024 and held it in 8 quarters. The position peaked at $30.6K in Q3 2025. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining US Physical Therapy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 360 US Physical Therapy shares in Q1 2026, an estimated $28.1K.
  • CBIZ Investment Advisory Services first reported a position in US Physical Therapy in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's US Physical Therapy position peaked at $30.6K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.