Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Addus HomeCare ADUS Stock Holding History

Carson Wealth (CWM LLC)’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 		$35.8K Sell
382
-61
-14% -$6.46K ﹤0.01% 4039
2025
Q4 		$48K Sell
443
-49
-10% -$5.63K ﹤0.01% 3631
2025
Q3 		$58K Sell
492
-62
-11% -$6.96K ﹤0.01% 3401
2025
Q2 		$64K Buy
554
+112
+25% +$12.1K ﹤0.01% 3079
2025
Q1 		$44K Sell
442
-29
-6% -$3.23K ﹤0.01% 3076
2024
Q4 		$59K Buy
471
+224
+91% +$28.3K ﹤0.01% 2673
2024
Q3 		$33K Buy
247
+25
+11% +$3.16K ﹤0.01% 3006
2024
Q2 		$26K Buy
222
+60
+37% +$6.42K ﹤0.01% 2932
2024
Q1 		$17K Buy
162
+41
+34% +$3.83K ﹤0.01% 2992
2023
Q4 		$11K Buy
121
+19
+19% +$1.65K ﹤0.01% 3110
2023
Q3 		$9K Sell
102
-52
-34% -$4.63K ﹤0.01% 3160
2023
Q2 		$14K Buy
154
+96
+166% +$9.16K ﹤0.01% 2852
2023
Q1 		$6K Sell
58
-5
-8% -$522 ﹤0.01% 3184
2022
Q4 		$6K Buy
63
+5
+9% +$523 ﹤0.01% 3048
2022
Q3 		$6K Buy
58
+38
+190% +$3.49K ﹤0.01% 2937
2022
Q2 		$2K Hold
20
– – ﹤0.01% 3290
2022
Q1 		$2K Buy
+20
New +$1.61K ﹤0.01% 3121

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ADUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Addus HomeCare (ADUS) stake by 14% in Q1 2026, selling an estimated $6.46K and leaving 382 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

Carson Wealth (CWM LLC) first reported a position in ADUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $64K in Q2 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 382 shares of Addus HomeCare worth $35.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 61 Addus HomeCare shares in Q1 2026, an estimated $6.46K.
  • Addus HomeCare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4039 holding.
  • Carson Wealth (CWM LLC) first reported a position in Addus HomeCare in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Addus HomeCare position peaked at $64K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.