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

Southernsun 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
2026 Q2	$36.2M	Buy	527,765 +87,861	+20%	+$5.97M	4.88%	9
2026 Q1	$33M	Sell	439,904 -39,632	-8%	-$3.25M	4.78%	7
2025 Q4	$37.4M	Sell	479,536 -25,686	-5%	-$2.08M	5.23%	3
2025 Q3	$42.9M	Sell	505,222 -2,619	-0.5%	-$210K	5.56%	2
2025 Q2	$39.7M	Sell	507,841 -35,971	-7%	-$2.65M	5.58%	4
2025 Q1	$39.4M	Sell	543,812 -27,997	-5%	-$2.35M	5.7%	5
2024 Q4	$50.7M	Buy	571,809 +24,698	+5%	+$2.2M	6.32%	4
2024 Q3	$46.3M	Buy	547,111 +52,062	+11%	+$4.62M	5.49%	7
2024 Q2	$45.8M	Buy	495,049 +35,930	+8%	+$3.63M	5.52%	7
2024 Q1	$51.8M	Sell	459,119 -20,095	-4%	-$2.01M	5.77%	3
2023 Q4	$44.6M	Buy	479,214 +26,758	+6%	+$2.36M	5.15%	4
2023 Q3	$41.5M	Sell	452,456 -9,035	-2%	-$970K	4.86%	9
2023 Q2	$56M	Buy	461,491 +173,933	+60%	+$18.8M	5.91%	4
2023 Q1	$28.2M	Buy	287,558 +2,366	+0.8%	+$226K	3.21%	18
2022 Q4	$23.1M	Buy	285,192 +108,170	+61%	+$9.07M	2.63%	19
2022 Q3	$13.5M	Buy	+177,022	New	+$17M	1.66%	21

Other funds holding USPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Southernsun Asset Management's USPH Position: Q2 2026 in Review

Southernsun Asset Management increased its US Physical Therapy (USPH) stake by 20% in Q2 2026, buying an estimated $5.97M and bringing the position to 527,765 shares worth $36.2M. The position accounts for 4.88% of the portfolio, ranked #9.

Southernsun Asset Management first reported a position in USPH in Q3 2022 and has held it in 16 quarters since. The position peaked at $56M in Q2 2023. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Southernsun Asset Management held 527,765 shares of US Physical Therapy worth $36.2M as of Q2 2026.
Southernsun Asset Management bought 87,861 US Physical Therapy shares in Q2 2026, an estimated $5.97M.
US Physical Therapy made up 4.88% of Southernsun Asset Management's portfolio in Q2 2026, its #9 holding.
Southernsun Asset Management first reported a position in US Physical Therapy in Q3 2022 and has held it in 16 quarters since.
Southernsun Asset Management's US Physical Therapy position peaked at $56M in Q2 2023.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Southernsun Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.