AWM
ADUS icon

Avior Wealth Management’s Addus HomeCare ADUS Stock Holding History

Avior Wealth Management’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
-45
Closed -$5.64K – 762
2024
Q4 		$5.64K Buy
45
+27
+150% +$3.41K ﹤0.01% 1825
2024
Q3 		$2.39K Sell
18
-15
-45% -$1.89K ﹤0.01% 1950
2024
Q2 		$3.83K Buy
33
+7
+27% +$749 ﹤0.01% 1802
2024
Q1 		$2.69K Buy
+26
New +$2.43K ﹤0.01% 2222

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avior Wealth Management's ADUS Position: Q1 2025 in Review

Avior Wealth Management sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 45 shares — an estimated $5.64K sold.

Avior Wealth Management first reported a position in ADUS in Q1 2024 and held it in 4 quarters. The position peaked at $5.64K in Q4 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • Avior Wealth Management reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 45 Addus HomeCare shares in Q1 2025, an estimated $5.64K.
  • Avior Wealth Management first reported a position in Addus HomeCare in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Addus HomeCare position peaked at $5.64K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.