Wellington Management Group
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Wellington Management Group’s US Physical Therapy USPH Stock Holding History

Wellington Management Group’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
2026
Q1 		$8.61M Buy
114,877
+6,392
+6% +$524K ﹤0.01% 1280
2025
Q4 		$8.47M Buy
108,485
+20,581
+23% +$1.67M ﹤0.01% 1291
2025
Q3 		$7.47M Buy
+87,904
New +$7.04M ﹤0.01% 1334
2022
Q2 		– Sell
-4,591
Closed -$457K – 2202
2022
Q1 		$457K Buy
+4,591
New +$438K ﹤0.01% 1938
2021
Q1 		– Sell
-2,107
Closed -$253K – 2186
2020
Q4 		$253K Buy
+2,107
New +$213K ﹤0.01% 1855
2020
Q2 		– Sell
-151,366
Closed -$10.4M – 1979
2020
Q1 		$10.4M Sell
151,366
-2,469
-2% -$260K ﹤0.01% 1029
2019
Q4 		$17.6M Sell
153,835
-23,137
-13% -$2.88M ﹤0.01% 1021
2019
Q3 		$23.1M Sell
176,972
-3,774
-2% -$491K 0.01% 925
2019
Q2 		$22.2M Sell
180,746
-11,341
-6% -$1.3M ﹤0.01% 984
2019
Q1 		$20.2M Sell
192,087
-26,876
-12% -$2.89M ﹤0.01% 1013
2018
Q4 		$22.4M Sell
218,963
-4,323
-2% -$480K 0.01% 962
2018
Q3 		$26.5M Sell
223,286
-35,789
-14% -$4.04M 0.01% 990
2018
Q2 		$24.9M Sell
259,075
-21,595
-8% -$2M 0.01% 1019
2018
Q1 		$22.8M Sell
280,670
-11,205
-4% -$868K 0.01% 1035
2017
Q4 		$21.1M Buy
291,875
+399
+0.1% +$27.2K ﹤0.01% 1053
2017
Q3 		$17.9M Buy
291,476
+6,784
+2% +$413K ﹤0.01% 1099
2017
Q2 		$17.2M Buy
284,692
+8,392
+3% +$536K ﹤0.01% 1081
2017
Q1 		$18M Sell
276,300
-57,730
-17% -$4.09M ﹤0.01% 1065
2016
Q4 		$23.4M Sell
334,030
-7,277
-2% -$463K 0.01% 953
2016
Q3 		$21.4M Buy
341,307
+4,872
+1% +$300K 0.01% 962
2016
Q2 		$20.3M Buy
336,435
+6,581
+2% +$361K 0.01% 939
2016
Q1 		$16.4M Sell
329,854
-64,961
-16% -$3.23M ﹤0.01% 987
2015
Q4 		$21.2M Sell
394,815
-50,459
-11% -$2.53M 0.01% 946
2015
Q3 		$20M Sell
445,274
-33,698
-7% -$1.68M 0.01% 966
2015
Q2 		$26.2M Sell
478,972
-45,650
-9% -$2.26M 0.01% 926
2015
Q1 		$24.9M Sell
524,622
-7,294
-1% -$310K 0.01% 969
2014
Q4 		$22.3M Buy
531,916
+72,660
+16% +$2.86M 0.01% 1016
2014
Q3 		$16.3M Buy
459,256
+45,810
+11% +$1.62M ﹤0.01% 1091
2014
Q2 		$14.1M Sell
413,446
-487
-0.1% -$15.7K ﹤0.01% 1154
2014
Q1 		$14.3M Buy
413,933
+23,230
+6% +$771K ﹤0.01% 1139
2013
Q4 		$13.8M Sell
390,703
-1,731
-0.4% -$56.7K ﹤0.01% 1137
2013
Q3 		$12.2M Buy
392,434
+120,665
+44% +$3.56M ﹤0.01% 1163
2013
Q2 		$7.51M Buy
+271,769
New +$7.19M ﹤0.01% 1290

Other funds holding USPH

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Wellington Management Group's USPH Position: Q1 2026 in Review

Wellington Management Group increased its US Physical Therapy (USPH) stake by 5.9% in Q1 2026, buying an estimated $524K and bringing the position to 114,877 shares worth $8.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Wellington Management Group first reported a position in USPH in Q2 2013 and has held it in 33 quarters since. The position peaked at $26.5M in Q3 2018. 229 funds tracked by Wall St. Rank hold USPH as of Q1 2026.

  • Wellington Management Group held 114,877 shares of US Physical Therapy worth $8.61M as of Q1 2026.
  • Wellington Management Group bought 6,392 US Physical Therapy shares in Q1 2026, an estimated $524K.
  • US Physical Therapy made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1280 holding.
  • Wellington Management Group first reported a position in US Physical Therapy in Q2 2013 and has held it in 33 quarters since.
  • Wellington Management Group's US Physical Therapy position peaked at $26.5M in Q3 2018.
  • 229 funds tracked by Wall St. Rank held US Physical Therapy as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.