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Rise Advisors’s US Physical Therapy USPH Stock Holding History

Rise Advisors’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
-164
Closed -$13.9K – 1362
2025
Q3 		$13.9K Hold
164
– – 0.01% 803
2025
Q2 		$12.8K Hold
164
– – 0.01% 838
2025
Q1 		$11.9K Buy
+164
New +$13.8K 0.01% 853

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

Rise Advisors's USPH Position: Q4 2025 in Review

Rise Advisors sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 164 shares — an estimated $13.9K sold.

Rise Advisors first reported a position in USPH in Q1 2025 and held it in 3 quarters. The position peaked at $13.9K in Q3 2025. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

  • Rise Advisors reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 164 US Physical Therapy shares in Q4 2025, an estimated $13.9K.
  • Rise Advisors first reported a position in US Physical Therapy in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's US Physical Therapy position peaked at $13.9K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.