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Retirement Wealth Solutions’s US Physical Therapy USPH Stock Holding History

Retirement Wealth 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
2025
Q4 		– Sell
-1
Closed -$113 – 845
2025
Q3 		$113 Sell
1
-191
-99% -$15.3K ﹤0.01% 780
2025
Q2 		$15K Buy
192
+6
+3% +$442 0.01% 183
2025
Q1 		$13.4K Hold
186
– – 0.01% 184
2024
Q4 		$16.2K Buy
+186
New +$16.6K 0.01% 169

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Retirement Wealth Solutions's USPH Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 1 share — an estimated $113 sold.

Retirement Wealth Solutions first reported a position in USPH in Q4 2024 and held it in 4 quarters. The position peaked at $16.2K in Q4 2024. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 1 US Physical Therapy share in Q4 2025, an estimated $113.
  • Retirement Wealth Solutions first reported a position in US Physical Therapy in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's US Physical Therapy position peaked at $16.2K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.