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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
Q2 		$576K Buy
8,380
+4,222
+102% +$287K 0.02% 583
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 $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Simplicity Wealth's USPH Position: Q2 2026 in Review

Simplicity Wealth increased its US Physical Therapy (USPH) stake by 102% in Q2 2026, buying an estimated $287K and bringing the position to 8,380 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #583.

Simplicity Wealth first reported a position in USPH in Q3 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Simplicity Wealth held 8,380 shares of US Physical Therapy worth $576K as of Q2 2026.
  • Simplicity Wealth bought 4,222 US Physical Therapy shares in Q2 2026, an estimated $287K.
  • US Physical Therapy made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #583 holding.
  • Simplicity Wealth first reported a position in US Physical Therapy in Q3 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.