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 Q3	$2.55M	Hold	29,713	–	–	0.22%	44
2026 Q2	$2.04M	Hold	29,713	–	–	0.18%	48
2026 Q1	$2.23M	Sell	29,713 -80	-0.3%	-$6.56K	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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Penn Davis McFarland's USPH Position: Q3 2026 in Review

Penn Davis McFarland held its US Physical Therapy (USPH) position steady in Q3 2026 at 29,713 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #44.

Penn Davis McFarland first reported a position in USPH in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q4 2024. 153 funds tracked by Wall St. Rank hold USPH as of Q3 2026.

Penn Davis McFarland held 29,713 shares of US Physical Therapy worth $2.55M as of Q3 2026.
Penn Davis McFarland left its US Physical Therapy share count unchanged in Q3 2026.
US Physical Therapy made up 0.22% of Penn Davis McFarland's portfolio in Q3 2026, its #44 holding.
Penn Davis McFarland first reported a position in US Physical Therapy in Q3 2024 and has held it in 9 quarters since.
Penn Davis McFarland's US Physical Therapy position peaked at $2.67M in Q4 2024.
153 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2026.

Based on Penn Davis McFarland's 13F filing for Q3 2026, filed 23 Oct 2026.