AF
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Allworth Financial’s Addus HomeCare ADUS Stock Holding History

Allworth Financial’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.4K Sell
47
-85
-64% -$9.01K ﹤0.01% 4031
2025
Q4 		$14.2K Buy
132
+53
+67% +$6.09K ﹤0.01% 3021
2025
Q3 		$9.32K Sell
79
-6
-7% -$673 ﹤0.01% 3178
2025
Q2 		$9.79K Buy
85
+2
+2% +$216 ﹤0.01% 2897
2025
Q1 		$8.26K Buy
83
+74
+822% +$8.23K ﹤0.01% 2505
2024
Q4 		$1.19K Buy
9
+6
+200% +$758 ﹤0.01% 3340
2024
Q3 		$400 Hold
3
– – ﹤0.01% 3472
2024
Q2 		$357 Hold
3
– – ﹤0.01% 3456
2024
Q1 		$311 Buy
3
+1
+50% +$93 ﹤0.01% 3391
2023
Q4 		$186 Hold
2
– – ﹤0.01% 3292
2023
Q3 		$171 Buy
+2
New +$178 ﹤0.01% 3247

Other funds holding ADUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return