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
Q2 		– Sell
-10,024
Closed -$751K – 4407
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 $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Creative Planning's USPH Position: Q2 2026 in Review

Creative Planning sold out of US Physical Therapy (USPH) in Q2 2026, closing a stake of 10,024 shares — an estimated $751K sold.

Creative Planning first reported a position in USPH in Q2 2013 and held it in 21 quarters. The position peaked at $1.25M in Q4 2024. 218 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Creative Planning reported no remaining US Physical Therapy position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 10,024 US Physical Therapy shares in Q2 2026, an estimated $751K.
  • Creative Planning first reported a position in US Physical Therapy in Q2 2013 and held it in 21 quarters.
  • Creative Planning's US Physical Therapy position peaked at $1.25M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.