MIM
USPH icon

Morningstar Investment Management’s US Physical Therapy USPH Stock Holding History

Morningstar Investment Management’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 		$499K Hold
6,658
– – 0.03% 261
2026
Q1 		$499K Buy
6,658
+739
+12% +$60.5K 0.03% 259
2025
Q4 		$462K Hold
5,919
– – 0.03% 276
2025
Q3 		$503K Buy
+5,919
New +$474K 0.02% 423

Other funds holding USPH

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
MCA
Martin Capital Advisors San Antonio, Texas $191M AUM 42.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Morningstar Investment Management's USPH Position: Q2 2026 in Review

Morningstar Investment Management held its US Physical Therapy (USPH) position steady in Q2 2026 at 6,658 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #261.

Morningstar Investment Management first reported a position in USPH in Q3 2025 and has held it in 4 quarters since. The position peaked at $503K in Q3 2025. 47 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Morningstar Investment Management held 6,658 shares of US Physical Therapy worth $499K as of Q2 2026.
  • Morningstar Investment Management left its US Physical Therapy share count unchanged in Q2 2026.
  • US Physical Therapy made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #261 holding.
  • Morningstar Investment Management first reported a position in US Physical Therapy in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's US Physical Therapy position peaked at $503K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.