LGT Financial Advisors’s US Physical Therapy USPH Stock Holding History

LGT Financial 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
2025 Q1	–	Sell	-24	Closed	-$2.13K	–	707
2024 Q4	$2.13K	Hold	24	–	–	﹤0.01%	675
2024 Q3	$2.03K	Hold	24	–	–	0.01%	660
2024 Q2	$2.22K	Hold	24	–	–	﹤0.01%	726
2024 Q1	$2.71K	Hold	24	–	–	﹤0.01%	727
2023 Q4	$2.23K	Hold	24	–	–	﹤0.01%	792
2023 Q3	$2.2K	Buy	+24	New	+$2.58K	﹤0.01%	825

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's USPH Position: Q1 2025 in Review

LGT Financial Advisors sold out of US Physical Therapy (USPH) in Q1 2025, closing a stake of 24 shares — an estimated $2.13K sold.

LGT Financial Advisors first reported a position in USPH in Q3 2023 and held it in 6 quarters. The position peaked at $2.71K in Q1 2024. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

LGT Financial Advisors reported no remaining US Physical Therapy position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 24 US Physical Therapy shares in Q1 2025, an estimated $2.13K.
LGT Financial Advisors first reported a position in US Physical Therapy in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's US Physical Therapy position peaked at $2.71K in Q1 2024.
253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.