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Wealthspire Advisors (New York)’s US Physical Therapy USPH Stock Holding History

Wealthspire Advisors (New York)’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
Closed -$255 – 2805
2025
Q3 		$255 Buy
+3
New +$240 ﹤0.01% 2912

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Vanguard Group
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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s USPH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of US Physical Therapy (USPH) in Q4 2025, closing a stake of 3 shares — an estimated $255 sold.

Wealthspire Advisors (New York) first reported a position in USPH in Q3 2025 and held it in 1 quarter. The position peaked at $255 in Q3 2025. 228 funds tracked by Wall St. Rank hold USPH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining US Physical Therapy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3 US Physical Therapy shares in Q4 2025, an estimated $255.
  • Wealthspire Advisors (New York) first reported a position in US Physical Therapy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s US Physical Therapy position peaked at $255 in Q3 2025.
  • 228 funds tracked by Wall St. Rank held US Physical Therapy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.