Sowell Financial Services’s US Physical Therapy USPH Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-2,676	Closed	-$227K	–	1171
2025 Q3	$227K	Buy	2,676 +65	+2%	+$5.21K	0.01%	943
2025 Q2	$204K	Buy	+2,611	New	+$192K	0.01%	965
2021 Q2	–	Sell	-4	Closed	–	–	2616
2021 Q1	$0	Buy	+4	New	+$497	﹤0.01%	3308
2020 Q3	–	Sell	-30	Closed	-$2K	–	2716
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	2211
2020 Q1	$2K	Sell	30 -7	-19%	-$738	﹤0.01%	2133
2019 Q4	$4K	Buy	37 +2	+6%	+$249	﹤0.01%	2012
2019 Q3	$5K	Buy	+35	New	+$4.56K	﹤0.01%	1783

Other funds holding USPH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sowell Financial Services's USPH Position: Q4 2025 in Review

Sowell Financial Services sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 2,676 shares — an estimated $227K sold.

Sowell Financial Services first reported a position in USPH in Q3 2019 and held it in 7 quarters. The position peaked at $227K in Q3 2025. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

Sowell Financial Services reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 2,676 US Physical Therapy shares in Q4 2025, an estimated $227K.
Sowell Financial Services first reported a position in US Physical Therapy in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's US Physical Therapy position peaked at $227K in Q3 2025.
228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.