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Shell Asset Management’s US Physical Therapy USPH Stock Holding History

Shell Asset Management’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 		$14K Sell
169
-436
-72% -$34.9K ﹤0.01% 1087
2025
Q2 		$47K Sell
605
-67
-10% -$4.94K ﹤0.01% 1157
2025
Q1 		$49K Sell
672
-29
-4% -$2.43K ﹤0.01% 1153
2024
Q4 		$62K Hold
701
– – ﹤0.01% 1149
2024
Q3 		$59K Buy
+701
New +$62.2K ﹤0.01% 1161
2024
Q1 		$69K Sell
743
-86
-10% -$8.59K ﹤0.01% 1103
2023
Q4 		$77K Sell
829
-236
-22% -$20.8K ﹤0.01% 1114
2023
Q3 		$98K Sell
1,065
-16
-1% -$1.72K ﹤0.01% 1093
2023
Q2 		$131K Sell
1,081
-6
-0.6% -$647 0.01% 1057
2023
Q1 		$106K Sell
1,087
-4
-0.4% -$382 ﹤0.01% 1090
2022
Q4 		$88K Sell
1,091
-107
-9% -$8.98K ﹤0.01% 1183
2022
Q3 		$91K Sell
1,198
-156
-12% -$15K ﹤0.01% 1259
2022
Q2 		$148K Buy
1,354
+498
+58% +$52.9K ﹤0.01% 1193
2022
Q1 		$85K Sell
856
-121
-12% -$11.5K ﹤0.01% 1310
2021
Q4 		$93K Sell
977
-18
-2% -$1.8K ﹤0.01% 1331
2021
Q3 		$110K Sell
995
-40
-4% -$4.56K ﹤0.01% 1299
2021
Q2 		$120K Buy
+1,035
New +$119K ﹤0.01% 1332

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 $13.1B AUM 24.63% 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

Shell Asset Management's USPH Position: Q3 2025 in Review

Shell Asset Management reduced its US Physical Therapy (USPH) stake by 72% in Q3 2025, selling an estimated $34.9K and leaving 169 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Shell Asset Management first reported a position in USPH in Q2 2021 and has held it in 17 quarters since. The position peaked at $148K in Q2 2022. 245 funds tracked by Wall St. Rank hold USPH as of Q3 2025.

  • Shell Asset Management held 169 shares of US Physical Therapy worth $14K as of Q3 2025.
  • Shell Asset Management sold 436 US Physical Therapy shares in Q3 2025, an estimated $34.9K.
  • US Physical Therapy made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1087 holding.
  • Shell Asset Management first reported a position in US Physical Therapy in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's US Physical Therapy position peaked at $148K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.