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Summit Wealth Group (Colorado)’s US Physical Therapy USPH Stock Holding History

Summit Wealth Group (Colorado)’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
-3,770
Closed -$346K – 632
2025
Q3 		$346K Buy
+3,770
New +$302K 0.04% 328

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
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

Summit Wealth Group (Colorado)'s USPH Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 3,770 shares — an estimated $346K sold.

Summit Wealth Group (Colorado) first reported a position in USPH in Q3 2025 and held it in 1 quarter. The position peaked at $346K in Q3 2025. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,770 US Physical Therapy shares in Q4 2025, an estimated $346K.
  • Summit Wealth Group (Colorado) first reported a position in US Physical Therapy in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s US Physical Therapy position peaked at $346K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.