CIBC Private Wealth Group
ADUS icon

CIBC Private Wealth Group’s Addus HomeCare ADUS Stock Holding History

CIBC Private Wealth Group’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
Q4 		$3.97K Buy
37
+4
+12% +$459 ﹤0.01% 2675
2025
Q3 		$3.89K Sell
33
-13
-28% -$1.46K ﹤0.01% 2619
2025
Q2 		$5.3K Buy
46
+13
+39% +$1.41K ﹤0.01% 2439
2025
Q1 		$3.18K Hold
33
– – ﹤0.01% 2579
2024
Q4 		$4.17K Sell
33
-201
-86% -$25.4K ﹤0.01% 2532
2024
Q3 		$31.1K Buy
234
+90
+63% +$11.4K ﹤0.01% 1962
2024
Q2 		$17.1K Buy
+144
New +$15.4K ﹤0.01% 2089
2024
Q1 		– Sell
-5,956
Closed -$553K – 3064
2023
Q4 		$553K Hold
5,956
– – ﹤0.01% 773
2023
Q3 		$507K Sell
5,956
-53
-0.9% -$4.72K ﹤0.01% 746
2023
Q2 		$557K Buy
6,009
+53
+0.9% +$5.06K ﹤0.01% 674
2023
Q1 		$636K Hold
5,956
– – ﹤0.01% 671
2022
Q4 		$593K Sell
5,956
-3,000
-33% -$314K ﹤0.01% 592
2022
Q3 		$853K Buy
+8,956
New +$823K ﹤0.01% 618

Other funds holding ADUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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