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Kestra Advisory Services’s US Physical Therapy USPH Stock Holding History

Kestra Advisory Services’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
-1,839
Closed -$144K – 4346
2025
Q4 		$144K Sell
1,839
-664
-27% -$53.9K ﹤0.01% 3156
2025
Q3 		$213K Buy
+2,503
New +$201K ﹤0.01% 2704

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

Kestra Advisory Services's USPH Position: Q1 2026 in Review

Kestra Advisory Services sold out of US Physical Therapy (USPH) in Q1 2026, closing a stake of 1,839 shares — an estimated $144K sold.

Kestra Advisory Services first reported a position in USPH in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Kestra Advisory Services reported no remaining US Physical Therapy position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,839 US Physical Therapy shares in Q1 2026, an estimated $144K.
  • Kestra Advisory Services first reported a position in US Physical Therapy in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's US Physical Therapy position peaked at $213K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.