Steward Partners Investment Advisory’s US Physical Therapy USPH Stock Holding History

Steward Partners Investment Advisory’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	$1.58K	Buy	+23	New	+$1.56K	﹤0.01%	4296
2025 Q4	–	Sell	-24	Closed	-$2.04K	–	4470
2025 Q3	$2.04K	Sell	24 -11	-31%	-$881	﹤0.01%	3922
2025 Q2	$2.74K	Hold	35	–	–	﹤0.01%	3665
2025 Q1	$2.53K	Hold	35	–	–	﹤0.01%	3592
2024 Q4	$3.1K	Buy	+35	New	+$3.12K	﹤0.01%	3513
2022 Q3	–	Sell	-9	Closed	-$1K	–	3390
2022 Q2	$1K	Sell	9 -31	-78%	-$3.29K	﹤0.01%	3175
2022 Q1	$4K	Buy	+40	New	+$3.81K	﹤0.01%	2985
2021 Q2	–	Sell	-46	Closed	-$4.79K	–	7414
2021 Q1	$4.79K	Sell	46 -184	-80%	-$22.9K	﹤0.01%	3017
2020 Q4	$28K	Buy	230 +57	+33%	+$5.75K	﹤0.01%	1942
2020 Q3	$15K	Buy	+173	New	+$14.9K	﹤0.01%	1992

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 $3.38T AUM 44.17% 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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Steward Partners Investment Advisory's USPH Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in US Physical Therapy (USPH) in Q2 2026: 23 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #4296 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in USPH as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in USPH in Q3 2020 and has held it in 10 quarters since. The position peaked at $28K in Q4 2020. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

Steward Partners Investment Advisory held 23 shares of US Physical Therapy worth $1.58K as of Q2 2026.
US Physical Therapy was a new Steward Partners Investment Advisory position in Q2 2026.
US Physical Therapy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4296 holding.
Steward Partners Investment Advisory first reported a position in US Physical Therapy in Q3 2020 and has held it in 10 quarters since.
Steward Partners Investment Advisory's US Physical Therapy position peaked at $28K in Q4 2020.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.