Penn Davis McFarland’s US Physical Therapy USPH Stock Holding History

Penn Davis McFarland’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	$2.04M	Hold	29,713	–	–	0.18%	48
2026 Q1	$2.23M	Sell	29,713 -80	-0.3%	-$6.55K	0.22%	50
2025 Q4	$2.33M	Buy	29,793 +4	+0%	+$325	0.22%	48
2025 Q3	$2.53M	Sell	29,789 -300	-1%	-$24K	0.26%	44
2025 Q2	$2.35M	Hold	30,089	–	–	0.27%	47
2025 Q1	$2.18M	Hold	30,089	–	–	0.26%	48
2024 Q4	$2.67M	Sell	30,089 -60	-0.2%	-$5.35K	0.29%	45
2024 Q3	$2.55M	Buy	+30,149	New	+$2.68M	0.29%	46

Other funds holding USPH

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

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Penn Davis McFarland's USPH Position: Q2 2026 in Review

Penn Davis McFarland held its US Physical Therapy (USPH) position steady in Q2 2026 at 29,713 shares worth $2.04M. The position accounts for 0.18% of the portfolio, ranked #48.

Penn Davis McFarland first reported a position in USPH in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q4 2024. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Penn Davis McFarland held 29,713 shares of US Physical Therapy worth $2.04M as of Q2 2026.
Penn Davis McFarland left its US Physical Therapy share count unchanged in Q2 2026.
US Physical Therapy made up 0.18% of Penn Davis McFarland's portfolio in Q2 2026, its #48 holding.
Penn Davis McFarland first reported a position in US Physical Therapy in Q3 2024 and has held it in 8 quarters since.
Penn Davis McFarland's US Physical Therapy position peaked at $2.67M in Q4 2024.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.