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CX Institutional’s US Physical Therapy USPH Stock Holding History

CX Institutional’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 		– Sell
-11
Closed -$1K – 1664
2025
Q4 		$1K Buy
+11
New +$893 ﹤0.01% 1502
2019
Q3 		– Sell
-21
Closed -$3K – 947
2019
Q2 		$3K Buy
+21
New +$2.41K ﹤0.01% 722

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

CX Institutional's USPH Position: Q1 2026 in Review

CX Institutional sold out of US Physical Therapy (USPH) in Q1 2026, closing a stake of 11 shares — an estimated $1K sold.

CX Institutional first reported a position in USPH in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • CX Institutional reported no remaining US Physical Therapy position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 11 US Physical Therapy shares in Q1 2026, an estimated $1K.
  • CX Institutional first reported a position in US Physical Therapy in Q2 2019 and held it in 2 quarters.
  • CX Institutional's US Physical Therapy position peaked at $3K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.