SFS
USPH icon

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
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