EverSource Wealth Advisors’s US Physical Therapy USPH Stock Holding History

EverSource Wealth Advisors’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	$9.34K	Sell	136 -101	-43%	-$6.86K	﹤0.01%	2947
2026 Q1	$17.8K	Sell	237 -164	-41%	-$13.4K	﹤0.01%	2578
2025 Q4	$31.3K	Sell	401 -70	-15%	-$5.68K	﹤0.01%	2075
2025 Q3	$40K	Buy	471 +192	+69%	+$15.4K	﹤0.01%	1865
2025 Q2	$21.8K	Buy	279 +258	+1,229%	+$19K	﹤0.01%	2225
2025 Q1	$1.52K	Buy	21 +16	+320%	+$1.34K	﹤0.01%	3058
2024 Q4	$444	Buy	+5	New	+$446	﹤0.01%	3235
2022 Q3	–	Sell	-28	Closed	-$3K	–	2147
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	1444
2022 Q1	$3K	Buy	+28	New	+$2.67K	﹤0.01%	1463

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

EverSource Wealth Advisors's USPH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its US Physical Therapy (USPH) stake by 43% in Q2 2026, selling an estimated $6.86K and leaving 136 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

EverSource Wealth Advisors first reported a position in USPH in Q1 2022 and has held it in 9 quarters since. The position peaked at $40K in Q3 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

EverSource Wealth Advisors held 136 shares of US Physical Therapy worth $9.34K as of Q2 2026.
EverSource Wealth Advisors sold 101 US Physical Therapy shares in Q2 2026, an estimated $6.86K.
US Physical Therapy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2947 holding.
EverSource Wealth Advisors first reported a position in US Physical Therapy in Q1 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's US Physical Therapy position peaked at $40K in Q3 2025.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.