PWPS
USPH icon

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
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 – 1863
2020
Q4 		$61K Buy
+509
New +$51.4K 0.01% 705

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Morgan Stanley
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BG
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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