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Center for Financial Planning’s US Physical Therapy USPH Stock Holding History

Center for Financial Planning’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 		– Sell
-1,001
Closed -$75K – 686
2026
Q1 		$75K Hold
1,001
– – 0.01% 261
2025
Q4 		$78.2K Hold
1,001
– – 0.01% 257
2025
Q3 		$85K Hold
1,001
– – 0.01% 245
2025
Q2 		$78.3K Hold
1,001
– – 0.01% 247
2025
Q1 		$72.4K Hold
1,001
– – 0.01% 243
2024
Q4 		$88.8K Hold
1,001
– – 0.01% 206
2024
Q3 		$84.7K Hold
1,001
– – 0.01% 194
2024
Q2 		$92.5K Hold
1,001
– – 0.01% 186
2024
Q1 		$113K Hold
1,001
– – 0.02% 175
2023
Q4 		$93.2K Hold
1,001
– – 0.02% 176
2023
Q3 		$91.8K Hold
1,001
– – 0.02% 177
2023
Q2 		$122K Hold
1,001
– – 0.03% 156
2023
Q1 		$98K Hold
1,001
– – 0.02% 167
2022
Q4 		$81.1K Buy
1,001
+972
+3,352% +$81.5K 0.02% 179
2022
Q3 		$2K Sell
29
-972
-97% -$93.5K ﹤0.01% 566
2022
Q2 		$109K Hold
1,001
– – 0.03% 154
2022
Q1 		$100K Buy
+1,001
New +$95.5K 0.02% 176
2021
Q4 		– Sell
-1,001
Closed -$111K – 568
2021
Q3 		$111K Hold
1,001
– – 0.03% 155
2021
Q2 		$116K Hold
1,001
– – 0.03% 154
2021
Q1 		$104K Buy
1,001
+1,000
+100,000% +$124K 0.03% 156
2020
Q4 		$0 Hold
1
– – ﹤0.01% 488
2020
Q3 		$0 Hold
1
– – ﹤0.01% 470
2020
Q2 		$0 Hold
1
– – ﹤0.01% 577
2020
Q1 		$0 Hold
1
– – ﹤0.01% 604
2019
Q4 		$0 Buy
+1
New +$125 ﹤0.01% 462

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
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

Center for Financial Planning's USPH Position: Q2 2026 in Review

Center for Financial Planning sold out of US Physical Therapy (USPH) in Q2 2026, closing a stake of 1,001 shares — an estimated $75K sold.

Center for Financial Planning first reported a position in USPH in Q4 2019 and held it in 25 quarters. The position peaked at $122K in Q2 2023. 218 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Center for Financial Planning reported no remaining US Physical Therapy position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 1,001 US Physical Therapy shares in Q2 2026, an estimated $75K.
  • Center for Financial Planning first reported a position in US Physical Therapy in Q4 2019 and held it in 25 quarters.
  • Center for Financial Planning's US Physical Therapy position peaked at $122K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.