Burney Company’s Addus HomeCare ADUS Stock Holding History

Burney Company’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 Q1	–	Sell	-17,142	Closed	-$1.84M	–	579
2025 Q4	$1.84M	Buy	+17,142	New	+$1.97M	0.06%	257

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SAM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Burney Company's ADUS Position: Q1 2026 in Review

Burney Company sold out of Addus HomeCare (ADUS) in Q1 2026, closing a stake of 17,142 shares — an estimated $1.84M sold.

Burney Company first reported a position in ADUS in Q4 2025 and held it in 1 quarter. The position peaked at $1.84M in Q4 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

Burney Company reported no remaining Addus HomeCare position as of Q1 2026 after selling out during the quarter.
Burney Company sold 17,142 Addus HomeCare shares in Q1 2026, an estimated $1.84M.
Burney Company first reported a position in Addus HomeCare in Q4 2025 and held it in 1 quarter.
Burney Company's Addus HomeCare position peaked at $1.84M in Q4 2025.
298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.