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Concourse Financial Group Securities’s US Physical Therapy USPH Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-807
Closed -$72.8K – 1961
2024
Q4 		$72.8K Buy
807
+166
+26% +$14.8K ﹤0.01% 1047
2024
Q3 		$54.2K Buy
641
+35
+6% +$3.11K ﹤0.01% 1156
2024
Q2 		$56K Sell
606
-16
-3% -$1.62K ﹤0.01% 1133
2024
Q1 		$70.5K Buy
622
+79
+15% +$7.89K ﹤0.01% 1047
2023
Q4 		$50.6K Buy
543
+52
+11% +$4.58K ﹤0.01% 1128
2023
Q3 		$45K Sell
491
-43
-8% -$4.62K ﹤0.01% 1120
2023
Q2 		$64.8K Buy
534
+47
+10% +$5.07K ﹤0.01% 999
2023
Q1 		$47.9K Buy
487
+40
+9% +$3.82K ﹤0.01% 1113
2022
Q4 		$36.2K Sell
447
-20
-4% -$1.68K ﹤0.01% 1215
2022
Q3 		$36K Sell
467
-175
-27% -$16.8K ﹤0.01% 1089
2022
Q2 		$70K Sell
642
-109
-15% -$11.6K 0.01% 947
2022
Q1 		$75K Sell
751
-17
-2% -$1.62K 0.01% 985
2021
Q4 		$73K Buy
768
+24
+3% +$2.41K ﹤0.01% 1133
2021
Q3 		$82K Buy
744
+235
+46% +$26.8K 0.01% 1090
2021
Q2 		$59K Buy
509
+353
+226% +$40.6K ﹤0.01% 1226
2021
Q1 		$16K Buy
+156
New +$19.4K ﹤0.01% 1637
2020
Q3 		– Sell
-314
Closed -$27K – 2268
2020
Q2 		$25K Sell
314
-50
-14% -$3.65K ﹤0.01% 1223
2020
Q1 		$25K Buy
364
+41
+13% +$4.32K ﹤0.01% 1165
2019
Q4 		$37K Buy
323
+114
+55% +$14.2K ﹤0.01% 1054
2019
Q3 		$27K Sell
209
-102
-33% -$13.3K 0.01% 861
2019
Q2 		$38K Buy
311
+18
+6% +$2.07K ﹤0.01% 967
2019
Q1 		$30K Buy
293
+49
+20% +$5.27K ﹤0.01% 1093
2018
Q4 		$24K Sell
244
-34
-12% -$3.77K ﹤0.01% 1078
2018
Q3 		$33K Buy
+278
New +$31.4K 0.01% 689

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
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 $13.1B AUM 24.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's USPH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of US Physical Therapy (USPH) in Q1 2025, closing a stake of 807 shares — an estimated $72.8K sold.

Concourse Financial Group Securities first reported a position in USPH in Q3 2018 and held it in 24 quarters. The position peaked at $82K in Q3 2021. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining US Physical Therapy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 807 US Physical Therapy shares in Q1 2025, an estimated $72.8K.
  • Concourse Financial Group Securities first reported a position in US Physical Therapy in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's US Physical Therapy position peaked at $82K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.