SVB Wealth’s US Physical Therapy USPH Stock Holding History

SVB Wealth’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 Q2	–	Sell	-64	Closed	-$4.63K	–	1568
2025 Q1	$4.63K	Buy	+64	New	+$5.37K	﹤0.01%	1043

Other funds holding USPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

SVB Wealth's USPH Position: Q2 2025 in Review

SVB Wealth sold out of US Physical Therapy (USPH) in Q2 2025, closing a stake of 64 shares — an estimated $4.63K sold.

SVB Wealth first reported a position in USPH in Q1 2025 and held it in 1 quarter. The position peaked at $4.63K in Q1 2025. 240 funds tracked by Wall St. Rank hold USPH as of Q2 2025.

SVB Wealth reported no remaining US Physical Therapy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 64 US Physical Therapy shares in Q2 2025, an estimated $4.63K.
SVB Wealth first reported a position in US Physical Therapy in Q1 2025 and held it in 1 quarter.
SVB Wealth's US Physical Therapy position peaked at $4.63K in Q1 2025.
240 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.