Coldstream Capital Management’s US Physical Therapy USPH Stock Holding History

Coldstream Capital Management’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
2025 Q2	–	Sell	-699	Closed	-$50.6K	–	3249
2025 Q1	$50.6K	Buy	+699	New	+$58.6K	﹤0.01%	1703
2020 Q1	–	Sell	-7,769	Closed	-$889K	–	370
2019 Q4	$889K	Sell	7,769 -220	-3%	-$27.4K	0.07%	157
2019 Q3	$1.04M	Sell	7,989 -206	-3%	-$26.8K	0.09%	137
2019 Q2	$1M	Sell	8,195 -126	-2%	-$14.5K	0.08%	138
2019 Q1	$874K	Sell	8,321 -1,791	-18%	-$193K	0.08%	159
2018 Q4	$1.03M	Buy	10,112 +439	+5%	+$48.7K	0.1%	123
2018 Q3	$1.15M	Buy	9,673 +823	+9%	+$93K	0.1%	116
2018 Q2	$849K	Buy	8,850 +102	+1%	+$9.46K	0.09%	140
2018 Q1	$711K	Buy	+8,748	New	+$678K	0.08%	158

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCM

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

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

SAM

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Coldstream Capital Management's USPH Position: Q2 2025 in Review

Coldstream Capital Management sold out of US Physical Therapy (USPH) in Q2 2025, closing a stake of 699 shares — an estimated $50.6K sold.

Coldstream Capital Management first reported a position in USPH in Q1 2018 and held it in 9 quarters. The position peaked at $1.15M in Q3 2018. 240 funds tracked by Wall St. Rank hold USPH as of Q2 2025.

Coldstream Capital Management reported no remaining US Physical Therapy position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 699 US Physical Therapy shares in Q2 2025, an estimated $50.6K.
Coldstream Capital Management first reported a position in US Physical Therapy in Q1 2018 and held it in 9 quarters.
Coldstream Capital Management's US Physical Therapy position peaked at $1.15M in Q3 2018.
240 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.