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Essential Partners’s US Physical Therapy USPH Stock Holding History

Essential Partners’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 		$900 Sell
12
-7
-37% -$574 ﹤0.01% 2276
2025
Q4 		$1.48K Sell
19
-68
-78% -$5.52K ﹤0.01% 1902
2025
Q3 		$7.39K Buy
87
+78
+867% +$6.25K ﹤0.01% 1275
2025
Q2 		$704 Buy
+9
New +$663 ﹤0.01% 1601

Other funds holding USPH

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Kayne Anderson Rudnick Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
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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