Bank of Montreal
ADUS icon

Bank of Montreal’s Addus HomeCare ADUS Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-3,389
Closed -$390K – 3505
2025
Q2 		$390K Buy
3,389
+333
+11% +$36K ﹤0.01% 2427
2025
Q1 		$302K Buy
3,056
+563
+23% +$62.6K ﹤0.01% 2514
2024
Q4 		$312K Buy
2,493
+369
+17% +$46.6K ﹤0.01% 2523
2024
Q3 		$278K Buy
2,124
+249
+13% +$31.4K ﹤0.01% 2826
2024
Q2 		$226K Buy
+1,875
New +$201K ﹤0.01% 2915
2023
Q3 		– Sell
-5,757
Closed -$544K – 3771
2023
Q2 		$544K Buy
5,757
+3,773
+190% +$360K ﹤0.01% 2540
2023
Q1 		$212K Buy
+1,984
New +$207K ﹤0.01% 2981
2022
Q2 		– Sell
-4,247
Closed -$385K – 4051
2022
Q1 		$385K Sell
4,247
-119
-3% -$9.57K ﹤0.01% 3026
2021
Q4 		$413K Sell
4,366
-819
-16% -$73.7K ﹤0.01% 2533
2021
Q3 		$434K Buy
5,185
+157
+3% +$13.6K ﹤0.01% 2948
2021
Q2 		$442K Buy
5,028
+764
+18% +$74.3K ﹤0.01% 2888
2021
Q1 		$449K Buy
4,264
+255
+6% +$29.1K ﹤0.01% 2705
2020
Q4 		$486K Buy
4,009
+2,878
+254% +$297K ﹤0.01% 2718
2020
Q3 		$109K Sell
1,131
-463
-29% -$43.4K ﹤0.01% 3026
2020
Q2 		$143K Buy
1,594
+788
+98% +$68.2K ﹤0.01% 2899
2020
Q1 		$56K Sell
806
-1,506
-65% -$130K ﹤0.01% 2845
2019
Q4 		$225K Buy
2,312
+1,048
+83% +$92.3K ﹤0.01% 3098
2019
Q3 		$100K Sell
1,264
-157
-11% -$12.7K ﹤0.01% 3297
2019
Q2 		$106K Buy
1,421
+876
+161% +$60.5K ﹤0.01% 3292
2019
Q1 		$35K Buy
545
+202
+59% +$13K ﹤0.01% 3479
2018
Q4 		$23K Buy
343
+72
+27% +$4.92K ﹤0.01% 3588
2018
Q3 		$19K Buy
271
+11
+4% +$712 ﹤0.01% 3715
2018
Q2 		$15K Buy
260
+54
+26% +$2.95K ﹤0.01% 3830
2018
Q1 		$10K Hold
206
– – ﹤0.01% 3753
2017
Q4 		$7K Buy
+206
New +$7K ﹤0.01% 3866
2014
Q3 		– Sell
-130
Closed -$3K – 4001
2014
Q2 		$3K Buy
+130
New +$2.92K ﹤0.01% 4352

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal's ADUS Position: Q3 2025 in Review

Bank of Montreal sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 3,389 shares — an estimated $390K sold.

Bank of Montreal first reported a position in ADUS in Q2 2014 and held it in 26 quarters. The position peaked at $544K in Q2 2023. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Bank of Montreal reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 3,389 Addus HomeCare shares in Q3 2025, an estimated $390K.
  • Bank of Montreal first reported a position in Addus HomeCare in Q2 2014 and held it in 26 quarters.
  • Bank of Montreal's Addus HomeCare position peaked at $544K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.