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NBC Securities’s US Physical Therapy USPH Stock Holding History

NBC Securities’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 		$609K Sell
8,125
-2,433
-23% -$199K 0.05% 422
2025
Q4 		$824K Buy
10,558
+230
+2% +$18.7K 0.06% 325
2025
Q3 		$877K Buy
10,328
+1,578
+18% +$126K 0.07% 314
2025
Q2 		$684K Buy
8,750
+390
+5% +$28.7K 0.06% 381
2025
Q1 		$604K Buy
8,360
+8,352
+104,400% +$701K 0.05% 381
2024
Q4 		$751 Sell
8
-8,515
-100% -$759K 0.07% 315
2024
Q3 		$721K Buy
8,523
+633
+8% +$56.2K 0.06% 348
2024
Q2 		$729K Buy
7,890
+316
+4% +$32K 0.07% 316
2024
Q1 		$854K Sell
7,574
-119
-2% -$11.9K 0.08% 274
2023
Q4 		$716K Sell
7,693
-3,091
-29% -$272K 0.07% 293
2023
Q3 		$989K Buy
+10,784
New +$1.16M 0.11% 186

Other funds holding USPH

BlackRock
BlackRock New York $5.7T 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