Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s US Physical Therapy USPH Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
-2,631
Closed -$206K – 1573
2025
Q2 		$206K Buy
+2,631
New +$194K ﹤0.01% 1490
2025
Q1 		– Sell
-4,883
Closed -$433K – 1772
2024
Q4 		$433K Buy
4,883
+1,112
+29% +$99.1K ﹤0.01% 1310
2024
Q3 		$319K Buy
3,771
+434
+13% +$38.5K ﹤0.01% 1416
2024
Q2 		$308K Sell
3,337
-127
-4% -$12.8K ﹤0.01% 1365
2024
Q1 		$391K Buy
+3,464
New +$346K ﹤0.01% 1216
2023
Q4 		– Sell
-3,246
Closed -$298K – 1604
2023
Q3 		$298K Buy
+3,246
New +$349K ﹤0.01% 1233

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's USPH Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of US Physical Therapy (USPH) in Q3 2025, closing a stake of 2,631 shares — an estimated $206K sold.

Envestnet Portfolio Solutions first reported a position in USPH in Q3 2023 and held it in 6 quarters. The position peaked at $433K in Q4 2024. 245 funds tracked by Wall St. Rank hold USPH as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining US Physical Therapy position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,631 US Physical Therapy shares in Q3 2025, an estimated $206K.
  • Envestnet Portfolio Solutions first reported a position in US Physical Therapy in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's US Physical Therapy position peaked at $433K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.