PWG
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Portside Wealth Group’s US Physical Therapy USPH Stock Holding History

Portside Wealth Group’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
2025
Q4 		– Sell
-3,946
Closed -$335K – 506
2025
Q3 		$335K Sell
3,946
-2,370
-38% -$190K 0.05% 348
2025
Q2 		$494K Buy
6,316
+2,780
+79% +$205K 0.07% 248
2025
Q1 		$256K Sell
3,536
-512
-13% -$43K 0.04% 370
2024
Q4 		$359K Buy
4,048
+76
+2% +$6.77K 0.06% 283
2024
Q3 		$336K Sell
3,972
-626
-14% -$55.5K 0.06% 288
2024
Q2 		$425K Sell
4,598
-217
-5% -$21.9K 0.08% 234
2024
Q1 		$543K Buy
4,815
+396
+9% +$39.5K 0.1% 206
2023
Q4 		$412K Buy
4,419
+429
+11% +$37.8K 0.08% 228
2023
Q3 		$366K Sell
3,990
-150
-4% -$16.1K 0.07% 229
2023
Q2 		$503K Buy
+4,140
New +$446K 0.09% 197

Other funds holding USPH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
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