BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s US Physical Therapy USPH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	-22	Closed	-$1.65K	–	2569
2026 Q1	$1.65K	Buy	22 +12	+120%	+$983	﹤0.01%	2141
2025 Q4	$781	Hold	10	–	–	﹤0.01%	2358
2025 Q3	$850	Sell	10 -20	-67%	-$1.6K	﹤0.01%	2244
2025 Q2	$2.35K	Buy	30 +20	+200%	+$1.47K	﹤0.01%	1977
2025 Q1	$724	Hold	10	–	–	﹤0.01%	2150
2024 Q4	$887	Hold	10	–	–	﹤0.01%	2005
2024 Q3	$846	Buy	+10	New	+$887	﹤0.01%	2080

Other funds holding USPH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $652M AUM 11.46% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s USPH Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of US Physical Therapy (USPH) in Q2 2026, closing a stake of 22 shares — an estimated $1.65K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in USPH in Q3 2024 and held it in 7 quarters. The position peaked at $2.35K in Q2 2025. 217 funds tracked by Wall St. Rank hold USPH as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining US Physical Therapy position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 22 US Physical Therapy shares in Q2 2026, an estimated $1.65K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in US Physical Therapy in Q3 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s US Physical Therapy position peaked at $2.35K in Q2 2025.
217 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.