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Putney Financial Group’s US Physical Therapy USPH Stock Holding History

Putney Financial 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
Q3 		– Sell
-160
Closed -$12.5K – 267
2025
Q2 		$12.5K Hold
160
– – 0.01% 206
2025
Q1 		$11.6K Hold
160
– – 0.01% 193
2024
Q4 		$14.2K Buy
+160
New +$14.3K 0.01% 195

Other funds holding USPH

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Putney Financial Group's USPH Position: Q3 2025 in Review

Putney Financial Group sold out of US Physical Therapy (USPH) in Q3 2025, closing a stake of 160 shares — an estimated $12.5K sold.

Putney Financial Group first reported a position in USPH in Q4 2024 and held it in 3 quarters. The position peaked at $14.2K in Q4 2024. 245 funds tracked by Wall St. Rank hold USPH as of Q3 2025.

  • Putney Financial Group reported no remaining US Physical Therapy position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 160 US Physical Therapy shares in Q3 2025, an estimated $12.5K.
  • Putney Financial Group first reported a position in US Physical Therapy in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's US Physical Therapy position peaked at $14.2K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.