Atria Investments’s Addus HomeCare ADUS Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-1,664	Closed	-$209K	–	1891
2024 Q4	$209K	Buy	+1,664	New	+$210K	﹤0.01%	1762

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atria Investments's ADUS Position: Q1 2025 in Review

Atria Investments sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 1,664 shares — an estimated $209K sold.

Atria Investments first reported a position in ADUS in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

Atria Investments reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 1,664 Addus HomeCare shares in Q1 2025, an estimated $209K.
Atria Investments first reported a position in Addus HomeCare in Q4 2024 and held it in 1 quarter.
Atria Investments's Addus HomeCare position peaked at $209K in Q4 2024.
307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.