Corient Private Wealth
USPH icon

Corient Private Wealth’s US Physical Therapy USPH Stock Holding History

Corient Private Wealth’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 		$388K Sell
5,176
-4,466
-46% -$366K ﹤0.01% 2171
2025
Q4 		$753K Buy
9,642
+4,123
+75% +$335K ﹤0.01% 2055
2025
Q3 		$469K Buy
5,519
+571
+12% +$45.7K ﹤0.01% 1831
2025
Q2 		$387K Buy
4,948
+1,194
+32% +$88K ﹤0.01% 1846
2025
Q1 		$272K Sell
3,754
-142
-4% -$11.9K ﹤0.01% 1906
2024
Q4 		$346K Sell
3,896
-598
-13% -$53.3K ﹤0.01% 1822
2024
Q3 		$380K Buy
4,494
+40
+0.9% +$3.55K ﹤0.01% 1891
2024
Q2 		$412K Buy
4,454
+336
+8% +$34K ﹤0.01% 1746
2024
Q1 		$465K Buy
4,118
+11
+0.3% +$1.1K ﹤0.01% 1667
2023
Q4 		$383K Buy
4,107
+1,284
+45% +$113K ﹤0.01% 1753
2023
Q3 		$259K Buy
2,823
+79
+3% +$8.49K ﹤0.01% 1810
2023
Q2 		$333K Buy
2,744
+250
+10% +$27K ﹤0.01% 1645
2023
Q1 		$244K Buy
+2,494
New +$238K ﹤0.01% 1702

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BG
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CCM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return