VWM
USPH icon

Venturi Wealth Management’s US Physical Therapy USPH Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-726
Closed -$64.4K – 1770
2024
Q4 		$64.4K Buy
726
+704
+3,200% +$62.7K ﹤0.01% 946
2024
Q3 		$1.86K Hold
22
– – ﹤0.01% 1678
2024
Q2 		$2.03K Hold
22
– – ﹤0.01% 1361
2024
Q1 		$2.48K Hold
22
– – ﹤0.01% 1223
2023
Q4 		$2.05K Hold
22
– – ﹤0.01% 1216
2023
Q3 		$2.02K Hold
22
– – ﹤0.01% 1168
2023
Q2 		$2.67K Hold
22
– – ﹤0.01% 866
2023
Q1 		$2.15K Buy
+22
New +$2.1K ﹤0.01% 996

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
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 $12.2B AUM 12.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's USPH Position: Q1 2025 in Review

Venturi Wealth Management sold out of US Physical Therapy (USPH) in Q1 2025, closing a stake of 726 shares — an estimated $64.4K sold.

Venturi Wealth Management first reported a position in USPH in Q1 2023 and held it in 8 quarters. The position peaked at $64.4K in Q4 2024. 253 funds tracked by Wall St. Rank hold USPH as of Q1 2025.

  • Venturi Wealth Management reported no remaining US Physical Therapy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 726 US Physical Therapy shares in Q1 2025, an estimated $64.4K.
  • Venturi Wealth Management first reported a position in US Physical Therapy in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's US Physical Therapy position peaked at $64.4K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.