Global Retirement Partners’s US Physical Therapy USPH Stock Holding History

Global Retirement 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 Q2	$17.5K	Buy	+255	New	+$17.3K	﹤0.01%	3129
2025 Q4	$88.4K	Buy	1,132 +1,059	+1,451%	+$85.9K	﹤0.01%	1985
2025 Q3	$6.2K	Hold	73	–	–	﹤0.01%	2888
2025 Q2	$5.71K	Buy	+73	New	+$5.38K	﹤0.01%	2851
2024 Q4	$5.41K	Sell	61 -31	-34%	-$2.76K	﹤0.01%	2645
2024 Q3	$7.79K	Hold	92	–	–	﹤0.01%	2391
2024 Q2	$8.5K	Buy	92 +20	+28%	+$2.02K	﹤0.01%	2387
2024 Q1	$8.13K	Buy	72 +46	+177%	+$4.59K	﹤0.01%	2205
2023 Q4	$2.49K	Hold	26	–	–	﹤0.01%	2592
2023 Q3	$2.36K	Hold	26	–	–	﹤0.01%	2475
2023 Q2	$3.16K	Hold	26	–	–	﹤0.01%	2376
2023 Q1	$2.77K	Sell	26 -4	-13%	-$382	﹤0.01%	2384
2022 Q4	$2.43K	Hold	30	–	–	﹤0.01%	2287
2022 Q3	$3K	Sell	30 -12	-29%	-$1.15K	﹤0.01%	2165
2022 Q2	$5K	Hold	42	–	–	﹤0.01%	1920
2022 Q1	$5K	Buy	+42	New	+$4.01K	﹤0.01%	1918

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 $3.38T AUM 44.17% 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

Global Retirement Partners's USPH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in US Physical Therapy (USPH) in Q2 2026: 255 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #3129 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in USPH as recently as Q4 2025.

Global Retirement Partners first reported a position in USPH in Q1 2022 and has held it in 16 quarters since. The position peaked at $88.4K in Q4 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Global Retirement Partners held 255 shares of US Physical Therapy worth $17.5K as of Q2 2026.
US Physical Therapy was a new Global Retirement Partners position in Q2 2026.
US Physical Therapy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3129 holding.
Global Retirement Partners first reported a position in US Physical Therapy in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's US Physical Therapy position peaked at $88.4K in Q4 2025.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.