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Avantax Advisory Services’s Addus HomeCare ADUS Stock Holding History

Avantax Advisory Services’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
Q2 		$397K Buy
3,444
+189
+6% +$20.4K ﹤0.01% 1726
2025
Q1 		$322K Buy
3,255
+911
+39% +$101K ﹤0.01% 1784
2024
Q4 		$294K Sell
2,344
-141
-6% -$17.8K ﹤0.01% 1791
2024
Q3 		$331K Sell
2,485
-120
-5% -$15.1K ﹤0.01% 1687
2024
Q2 		$302K Buy
+2,605
New +$279K ﹤0.01% 1692

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Avantax Advisory Services's ADUS Position: Q2 2025 in Review

Avantax Advisory Services increased its Addus HomeCare (ADUS) stake by 5.8% in Q2 2025, buying an estimated $20.4K and bringing the position to 3,444 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Avantax Advisory Services first reported a position in ADUS in Q2 2024 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold ADUS as of Q2 2025.

  • Avantax Advisory Services held 3,444 shares of Addus HomeCare worth $397K as of Q2 2025.
  • Avantax Advisory Services bought 189 Addus HomeCare shares in Q2 2025, an estimated $20.4K.
  • Addus HomeCare made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1726 holding.
  • Avantax Advisory Services first reported a position in Addus HomeCare in Q2 2024 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.