BAHL & GAYNOR INC USPH — US Physical Therapy, Inc

Ownership history in BAHL & GAYNOR INC  ·  38 quarters on record

AI Ownership Summary

BAHL & GAYNOR INC reported US Physical Therapy, Inc (USPH) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows USPH at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAHL & GAYNOR INC's position in US Physical Therapy, Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USPH was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USPH stock page BAHL & GAYNOR INC fund profile BAHL & GAYNOR INC full holdings
How BAHL & GAYNOR INC held USPH — position size vs. price
% of Fund (quarterly)    USPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 845,388 +184,524 +27.9% 0.32% $63.4M 2026-05-07 $58.57
2025 Q4 ADDED — — — 660,864 +186,176 +39.2% 0.26% $51.6M 2026-02-12 $86.39
2025 Q3 ADDED — — — 474,688 +153,054 +47.6% 0.20% $40.3M 2025-11-12 $71.12
2025 Q2 REDUCED 6.8% +7.3% ❌ 321,634 -23,369 -6.8% 0.13% $25.2M 2025-08-12 $85.34
2025 Q1 ADDED — — — 345,003 +84,878 +32.6% 0.13% $25.0M 2025-05-14 $74.90
2024 Q4 ADDED — — — 260,125 +149,622 +135.4% 0.12% $23.1M 2025-02-06 $84.56
2024 Q3 ADDED — — — 110,503 +4,027 +3.8% 0.05% $9.4M 2024-11-12 $88.34
2024 Q2 ADDED — — — 106,476 +1,623 +1.5% 0.05% $9.8M 2024-08-07 $85.73
2024 Q1 ADDED — — — 104,853 +4,538 +4.5% 0.07% $11.8M 2024-05-10 $101.08
2023 Q4 ADDED — — — 100,315 +49,013 +95.5% 0.06% $9.3M 2024-02-02 $89.29
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USPH

As of 2026 Q1 — sorted by position size

Alpine Peaks Capital, LP 3Y 7.18% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 4.78% Sovereign's Capital Management, LLC 2.49% Copeland Capital Management, LLC 3Y 7Y 1.39% Bridge City Capital, LLC 3Y 7Y 1.1% BARD ASSOCIATES INC 3Y 7Y 0.81% Martin Capital Advisors, LLP 3Y 0.6% RBF Capital, LLC 3Y 7Y 0.27% Boston Trust Walden Corp 3Y 7Y 0.25% GW&K Investment Management, LLC 3Y 7Y 0.24%

FAQ About BAHL & GAYNOR INC and USPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAHL & GAYNOR INC reported owning USPH?

BAHL & GAYNOR INC reported USPH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USPH position in BAHL & GAYNOR INC's portfolio?

The largest reported portfolio weight for USPH was 0.32% in 2026 Q1.

What is the latest reported USPH position on this page?

The most recent filing on this page is 2026 Q1, when BAHL & GAYNOR INC reported 845,388 shares, equal to 0.32% of portfolio, with an estimated market value of $63.4M.

What does the chart on this USPH ownership page compare?

The chart compares BAHL & GAYNOR INC's quarterly USPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAHL & GAYNOR INC time their USPH position?

Based on 13F filing dates vs. subsequent USPH price moves, BAHL & GAYNOR INC correctly timed 15 out of 37 reported position changes (41%). The annualised alpha on USPH relative to SPY over the holding period was -13.8%.

← Back to BAHL & GAYNOR INC Holdings