Creative Planning
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Creative Planning’s US Physical Therapy USPH Stock Holding History

Creative Planning’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 		$751K Buy
10,024
+807
+9% +$66.1K ﹤0.01% 2697
2025
Q4 		$720K Buy
9,217
+999
+12% +$81.1K ﹤0.01% 2547
2025
Q3 		$698K Sell
8,218
-2,002
-20% -$160K ﹤0.01% 2432
2025
Q2 		$799K Buy
10,220
+5,462
+115% +$403K ﹤0.01% 2053
2025
Q1 		$344K Sell
4,758
-9,330
-66% -$783K ﹤0.01% 2627
2024
Q4 		$1.25M Buy
14,088
+11,113
+374% +$990K ﹤0.01% 1478
2024
Q3 		$252K Buy
+2,975
New +$264K ﹤0.01% 2668
2024
Q2 		– Sell
-2,135
Closed -$241K – 3177
2024
Q1 		$241K Buy
+2,135
New +$213K ﹤0.01% 2428
2017
Q3 		– Sell
-80
Closed -$5K – 3628
2017
Q2 		$5K Hold
80
– – ﹤0.01% 4009
2017
Q1 		$5K Hold
80
– – ﹤0.01% 3977
2016
Q4 		$6K Buy
80
+28
+54% +$1.78K ﹤0.01% 3877
2016
Q3 		$3K Hold
52
– – ﹤0.01% 4132
2016
Q2 		$3K Buy
+52
New +$2.85K ﹤0.01% 3916
2015
Q2 		– Sell
-89
Closed -$4K – 2935
2015
Q1 		$4K Buy
89
+75
+536% +$3.19K ﹤0.01% 3660
2014
Q4 		$1K Hold
14
– – ﹤0.01% 4011
2014
Q3 		$0 Hold
14
– – ﹤0.01% 4164
2014
Q2 		$0 Hold
14
– – ﹤0.01% 3967
2014
Q1 		$0 Hold
14
– – ﹤0.01% 3763
2013
Q4 		$0 Hold
14
– – ﹤0.01% 3484
2013
Q3 		$0 Hold
14
– – ﹤0.01% 3361
2013
Q2 		$0 Buy
+14
New +$370 ﹤0.01% 3123

Other funds holding USPH

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
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

Creative Planning's USPH Position: Q1 2026 in Review

Creative Planning increased its US Physical Therapy (USPH) stake by 8.8% in Q1 2026, buying an estimated $66.1K and bringing the position to 10,024 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Creative Planning first reported a position in USPH in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2024. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Creative Planning held 10,024 shares of US Physical Therapy worth $751K as of Q1 2026.
  • Creative Planning bought 807 US Physical Therapy shares in Q1 2026, an estimated $66.1K.
  • US Physical Therapy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2697 holding.
  • Creative Planning first reported a position in US Physical Therapy in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's US Physical Therapy position peaked at $1.25M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.