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Simplicity Wealth’s US Physical Therapy USPH Stock Holding History

Simplicity Wealth’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 		$312K Buy
4,158
+1,103
+36% +$90.4K 0.02% 573
2025
Q4 		$239K Buy
3,055
+576
+23% +$46.7K 0.01% 625
2025
Q3 		$211K Buy
+2,479
New +$199K 0.01% 666

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
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Simplicity Wealth's USPH Position: Q1 2026 in Review

Simplicity Wealth increased its US Physical Therapy (USPH) stake by 36% in Q1 2026, buying an estimated $90.4K and bringing the position to 4,158 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #573.

Simplicity Wealth first reported a position in USPH in Q3 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Simplicity Wealth held 4,158 shares of US Physical Therapy worth $312K as of Q1 2026.
  • Simplicity Wealth bought 1,103 US Physical Therapy shares in Q1 2026, an estimated $90.4K.
  • US Physical Therapy made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #573 holding.
  • Simplicity Wealth first reported a position in US Physical Therapy in Q3 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.