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

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

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

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

CCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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.