Bartlett & Co Wealth Management’s Addus HomeCare ADUS Stock Holding History

Bartlett & Co 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
2026 Q2	$111K	Hold	1,100	–	–	﹤0.01%	612
2026 Q1	$110K	Hold	1,100	–	–	﹤0.01%	558
2025 Q4	$118K	Hold	1,100	–	–	﹤0.01%	531
2025 Q3	$130K	Hold	1,100	–	–	﹤0.01%	509
2025 Q2	$127K	Hold	1,100	–	–	﹤0.01%	502
2025 Q1	$109K	Hold	1,100	–	–	﹤0.01%	531
2024 Q4	$138K	Hold	1,100	–	–	﹤0.01%	501
2024 Q3	$146K	Hold	1,100	–	–	﹤0.01%	492
2024 Q2	$128K	Hold	1,100	–	–	﹤0.01%	506
2024 Q1	$114K	Hold	1,100	–	–	﹤0.01%	531
2023 Q4	$104K	Hold	1,100	–	–	﹤0.01%	570
2023 Q3	$93.7K	Hold	1,100	–	–	﹤0.01%	552
2023 Q2	$102K	Hold	1,100	–	–	﹤0.01%	538
2023 Q1	$117K	Hold	1,100	–	–	﹤0.01%	447
2022 Q4	$109K	Hold	1,100	–	–	﹤0.01%	459
2022 Q3	$105K	Hold	1,100	–	–	﹤0.01%	450
2022 Q2	$91.6K	Hold	1,100	–	–	﹤0.01%	472
2022 Q1	$103K	Buy	+1,100	New	+$88.4K	﹤0.01%	485
2021 Q4	–	Sell	-1,000	Closed	-$79.8K	–	410
2021 Q3	$79.8K	Hold	1,000	–	–	﹤0.01%	450
2021 Q2	$87.2K	Hold	1,000	–	–	﹤0.01%	431
2021 Q1	$105K	Hold	1,000	–	–	﹤0.01%	405
2020 Q4	$117K	Hold	1,000	–	–	﹤0.01%	389
2020 Q3	$94.5K	Hold	1,000	–	–	﹤0.01%	393
2020 Q2	$92.6K	Hold	1,000	–	–	﹤0.01%	389
2020 Q1	$67.6K	Hold	1,000	–	–	﹤0.01%	416
2019 Q4	$97.2K	Hold	1,000	–	–	﹤0.01%	409
2019 Q3	$79.3K	Hold	1,000	–	–	﹤0.01%	424
2019 Q2	$75K	Hold	1,000	–	–	﹤0.01%	362
2019 Q1	$63.6K	Hold	1,000	–	–	﹤0.01%	385
2018 Q4	$67.9K	Hold	1,000	–	–	﹤0.01%	357
2018 Q3	$70.2K	Hold	1,000	–	–	﹤0.01%	386
2018 Q2	$57.3K	Buy	+1,000	New	+$54.6K	﹤0.01%	410

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bartlett & Co Wealth Management's ADUS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Addus HomeCare (ADUS) position steady in Q2 2026 at 1,100 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Bartlett & Co Wealth Management first reported a position in ADUS in Q2 2018 and has held it in 32 quarters since. The position peaked at $146K in Q3 2024. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

Bartlett & Co Wealth Management held 1,100 shares of Addus HomeCare worth $111K as of Q2 2026.
Bartlett & Co Wealth Management left its Addus HomeCare share count unchanged in Q2 2026.
Addus HomeCare made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #612 holding.
Bartlett & Co Wealth Management first reported a position in Addus HomeCare in Q2 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Addus HomeCare position peaked at $146K in Q3 2024.
302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.