Centerpoint Advisors’s US Physical Therapy USPH Stock Holding History

Centerpoint Advisors’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	$17K	Hold	224	–	–	0.01%	269
2025 Q4	$17K	Hold	224	–	–	0.01%	284
2025 Q3	$19K	Sell	224 -1	-0.4%	-$80	0.01%	267
2025 Q2	$18K	Buy	225 +47	+26%	+$3.46K	0.01%	272
2025 Q1	$13K	Hold	178	–	–	﹤0.01%	303
2024 Q4	$16K	Hold	178	–	–	0.01%	305
2024 Q3	$15K	Hold	178	–	–	0.01%	323
2024 Q2	$16K	Sell	178 -2	-1%	-$202	0.01%	304
2024 Q1	$20K	Hold	180	–	–	0.01%	248
2023 Q4	$17K	Hold	180	–	–	0.01%	283
2023 Q3	$17K	Sell	180 -2	-1%	-$215	0.01%	261
2023 Q2	$22K	Hold	182	–	–	0.01%	233
2023 Q1	$18K	Buy	182 +30	+20%	+$2.86K	0.01%	277
2022 Q4	$12K	Buy	+152	New	+$12.8K	0.01%	294

Other funds holding USPH

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

Kayne Anderson Rudnick Investment Management

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return