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Whipplewood Advisors’s US Physical Therapy USPH Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-12
Closed -$900 – 1013
2026
Q1 		$900 Buy
+12
New +$983 ﹤0.01% 911
2025
Q3 		– Sell
-26
Closed -$2.03K – 1122
2025
Q2 		$2.03K Sell
26
-108
-81% -$7.96K ﹤0.01% 876
2025
Q1 		$1.88K Buy
134
+108
+415% +$9.06K ﹤0.01% 901
2024
Q4 		$2.31K Buy
+26
New +$2.32K ﹤0.01% 846

Other funds holding USPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Whipplewood Advisors's USPH Position: Q2 2026 in Review

Whipplewood Advisors sold out of US Physical Therapy (USPH) in Q2 2026, closing a stake of 12 shares — an estimated $900 sold.

Whipplewood Advisors first reported a position in USPH in Q4 2024 and held it in 4 quarters. The position peaked at $2.31K in Q4 2024. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

  • Whipplewood Advisors reported no remaining US Physical Therapy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 12 US Physical Therapy shares in Q2 2026, an estimated $900.
  • Whipplewood Advisors first reported a position in US Physical Therapy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's US Physical Therapy position peaked at $2.31K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.