Morningstar Investment Management LLC
Position in USPH — U S Physical Therapy Inc /Nv
CIK 1673385
CHICAGO, IL
Position in USPH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$457,271
-$41,812 QoQ
Shares Held
6,658
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#103
of 214 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USPH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Morningstar Investment Management LLC holds $2,551,884 across 4 Medical Care Facilities names. USPH ranks #4 (17.9% of the industry book) .
All Filings in USPH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,271 | 6,658 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $499,083 | 6,658 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $462,214 | 5,919 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $502,819 | 5,919 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||