Lindbrook Capital’s US Physical Therapy USPH Stock Holding History

Lindbrook Capital’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	$724	Sell	10 -34	-77%	-$2.85K	﹤0.01%	2536
2024 Q4	$3.9K	Buy	44 +36	+450%	+$3.21K	﹤0.01%	2092
2024 Q3	$677	Sell	8 -47	-85%	-$4.17K	﹤0.01%	2593
2024 Q2	$5.08K	Sell	55 -1	-2%	-$101	﹤0.01%	1984
2024 Q1	$6.32K	Buy	56 +1	+2%	+$100	﹤0.01%	1792
2023 Q4	$5.12K	Sell	55 -19	-26%	-$1.67K	﹤0.01%	1874
2023 Q3	$6.79K	Hold	74	–	–	﹤0.01%	1615
2023 Q2	$8.98K	Hold	74	–	–	﹤0.01%	1529
2023 Q1	$7.25K	Sell	74 -2	-3%	-$191	﹤0.01%	1663
2022 Q4	$6.16K	Buy	76 +42	+124%	+$3.52K	﹤0.01%	1697
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	1940
2022 Q2	$4K	Buy	34 +19	+127%	+$2.02K	﹤0.01%	1704
2022 Q1	$1K	Buy	15 +7	+88%	+$668	﹤0.01%	2383
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2010
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	1792
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	1841
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	1810
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1707
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	1668
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	1644
2020 Q1	$1K	Buy	+8	New	+$844	﹤0.01%	1585

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 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 $4.87B AUM 31.21% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Lindbrook Capital's USPH Position: Q1 2025 in Review

Lindbrook Capital reduced its US Physical Therapy (USPH) stake by 77% in Q1 2025, selling an estimated $2.85K and leaving 10 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Lindbrook Capital first reported a position in USPH in Q1 2020 and has held it in 21 quarters since. The position peaked at $8.98K in Q2 2023. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

Lindbrook Capital held 10 shares of US Physical Therapy worth $724 as of Q1 2025.
Lindbrook Capital sold 34 US Physical Therapy shares in Q1 2025, an estimated $2.85K.
US Physical Therapy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2536 holding.
Lindbrook Capital first reported a position in US Physical Therapy in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's US Physical Therapy position peaked at $8.98K in Q2 2023.
253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.