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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
2025
Q4 		– Sell
-24
Closed -$2.04K – 4471
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 – 7415
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

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BlackRock New York $5.7T 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