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Round Rock Advisors’s US Physical Therapy USPH Stock Holding History

Round Rock 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
2026
Q1 		– Sell
-3,987
Closed -$311K – 357
2025
Q4 		$311K Buy
3,987
+1,477
+59% +$120K 0.05% 258
2025
Q3 		$229K Buy
+2,510
New +$201K 0.04% 291

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Round Rock Advisors's USPH Position: Q1 2026 in Review

Round Rock Advisors sold out of US Physical Therapy (USPH) in Q1 2026, closing a stake of 3,987 shares — an estimated $311K sold.

Round Rock Advisors first reported a position in USPH in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Round Rock Advisors reported no remaining US Physical Therapy position as of Q1 2026 after selling out during the quarter.
  • Round Rock Advisors sold 3,987 US Physical Therapy shares in Q1 2026, an estimated $311K.
  • Round Rock Advisors first reported a position in US Physical Therapy in Q3 2025 and held it in 2 quarters.
  • Round Rock Advisors's US Physical Therapy position peaked at $311K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.