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Bay Harbor Wealth Management’s Addus HomeCare ADUS Stock Holding History

Bay Harbor 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 		$100 Hold
1
– – ﹤0.01% 1230
2026
Q1 		$93 Sell
1
-1
-50% -$106 ﹤0.01% 1221
2025
Q4 		$214 Buy
+2
New +$230 ﹤0.01% 1106
2025
Q3 		– Sell
-1
Closed -$115 – 1288
2025
Q2 		$115 Buy
+1
New +$108 ﹤0.01% 1078

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bay Harbor Wealth Management's ADUS Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Addus HomeCare (ADUS) position steady in Q2 2026 at 1 share worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Bay Harbor Wealth Management first reported a position in ADUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $214 in Q4 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Addus HomeCare worth $100 as of Q2 2026.
  • Bay Harbor Wealth Management left its Addus HomeCare share count unchanged in Q2 2026.
  • Addus HomeCare made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1230 holding.
  • Bay Harbor Wealth Management first reported a position in Addus HomeCare in Q2 2025 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's Addus HomeCare position peaked at $214 in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.