Cornerstone Planning Group’s US Physical Therapy USPH Stock Holding History

Cornerstone Planning Group’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	$19.2K	Buy	258 +1	+0.4%	+$68	﹤0.01%	684
2026 Q1	$18.4K	Buy	257 +6	+2%	+$492	﹤0.01%	699
2025 Q4	$20.7K	Sell	251 -886	-78%	-$71.9K	﹤0.01%	583
2025 Q3	$110K	Buy	1,137 +1,128	+12,533%	+$90.4K	0.02%	204
2025 Q2	$660	Sell	9 -59	-87%	-$4.35K	﹤0.01%	1223
2025 Q1	$4.67K	Buy	+68	New	+$5.71K	﹤0.01%	757
2023 Q3	–	Sell	-46	Closed	-$5.58K	–	1305
2023 Q2	$5.58K	Buy	+46	New	+$4.96K	﹤0.01%	851
2022 Q4	$4.23K	Buy	+46	New	+$3.86K	﹤0.01%	960

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cornerstone Planning Group's USPH Position: Q2 2026 in Review

Cornerstone Planning Group increased its US Physical Therapy (USPH) stake by 0.39% in Q2 2026, buying an estimated $68 and bringing the position to 258 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Cornerstone Planning Group first reported a position in USPH in Q4 2022 and has held it in 8 quarters since. The position peaked at $110K in Q3 2025. 97 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Cornerstone Planning Group held 258 shares of US Physical Therapy worth $19.2K as of Q2 2026.
Cornerstone Planning Group bought 1 US Physical Therapy share in Q2 2026, an estimated $68.
US Physical Therapy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #684 holding.
Cornerstone Planning Group first reported a position in US Physical Therapy in Q4 2022 and has held it in 8 quarters since.
Cornerstone Planning Group's US Physical Therapy position peaked at $110K in Q3 2025.
97 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.