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Personal CFO Solutions’s US Physical Therapy USPH Stock Holding History

Personal CFO Solutions’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 		$379K Sell
5,519
-1,240
-18% -$84.3K 0.05% 330
2026
Q1 		$509K Buy
6,759
+290
+4% +$23.8K 0.07% 250
2025
Q4 		$505K Sell
6,469
-556
-8% -$45.1K 0.08% 235
2025
Q3 		$597K Buy
7,025
+322
+5% +$25.8K 0.1% 196
2025
Q2 		$524K Buy
6,703
+914
+16% +$67.4K 0.1% 212
2025
Q1 		$419K Sell
5,789
-22
-0.4% -$1.85K 0.09% 247
2024
Q4 		$516K Buy
5,811
+592
+11% +$52.8K 0.1% 198
2024
Q3 		$442K Buy
5,219
+371
+8% +$32.9K 0.06% 292
2024
Q2 		$448K Sell
4,848
-149
-3% -$15.1K 0.07% 271
2024
Q1 		$564K Buy
4,997
+148
+3% +$14.8K 0.09% 220
2023
Q4 		$452K Buy
4,849
+379
+8% +$33.4K 0.08% 253
2023
Q3 		$410K Buy
4,470
+510
+13% +$54.8K 0.08% 240
2023
Q2 		$481K Buy
3,960
+1,169
+42% +$126K 0.1% 210
2023
Q1 		$273K Buy
2,791
+23
+0.8% +$2.19K 0.06% 338
2022
Q4 		$224K Buy
+2,768
New +$232K 0.05% 389
2022
Q3 		– Sell
-2,842
Closed -$310K – 468
2022
Q2 		$310K Sell
2,842
-4
-0.1% -$425 0.07% 257
2022
Q1 		$283K Buy
2,846
+259
+10% +$24.7K 0.06% 351
2021
Q4 		$247K Buy
2,587
+295
+13% +$29.6K 0.05% 386
2021
Q3 		$254K Buy
2,292
+174
+8% +$19.8K 0.05% 351
2021
Q2 		$245K Buy
+2,118
New +$243K 0.05% 357

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
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

Personal CFO Solutions's USPH Position: Q2 2026 in Review

Personal CFO Solutions reduced its US Physical Therapy (USPH) stake by 18% in Q2 2026, selling an estimated $84.3K and leaving 5,519 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #330.

Personal CFO Solutions first reported a position in USPH in Q2 2021 and has held it in 20 quarters since. The position peaked at $597K in Q3 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Personal CFO Solutions held 5,519 shares of US Physical Therapy worth $379K as of Q2 2026.
  • Personal CFO Solutions sold 1,240 US Physical Therapy shares in Q2 2026, an estimated $84.3K.
  • US Physical Therapy made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #330 holding.
  • Personal CFO Solutions first reported a position in US Physical Therapy in Q2 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's US Physical Therapy position peaked at $597K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.