PWPS
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Pinnacle Wealth Planning Services’s US Physical Therapy USPH Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.7K Sell
200
-380
-66% -$25.8K ﹤0.01% 1948
2026
Q1 		$43.5K Sell
580
-8
-1% -$655 ﹤0.01% 1274
2025
Q4 		$45.9K Buy
+588
New +$47.7K ﹤0.01% 1252
2021
Q1 		– Sell
-509
Closed -$61K – 1861
2020
Q4 		$61K Buy
+509
New +$51.4K 0.01% 705

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

Pinnacle Wealth Planning Services's USPH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its US Physical Therapy (USPH) stake by 66% in Q2 2026, selling an estimated $25.8K and leaving 200 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Pinnacle Wealth Planning Services first reported a position in USPH in Q4 2020 and has held it in 4 quarters since. The position peaked at $61K in Q4 2020. 218 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 200 shares of US Physical Therapy worth $13.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 380 US Physical Therapy shares in Q2 2026, an estimated $25.8K.
  • US Physical Therapy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1948 holding.
  • Pinnacle Wealth Planning Services first reported a position in US Physical Therapy in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's US Physical Therapy position peaked at $61K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.