Clearstead Trust’s Addus HomeCare ADUS Stock Holding History

Clearstead Trust’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	–	Sell	-10	Closed	-$1.18K	–	1012
2025 Q3	$1.18K	Hold	10	–	–	﹤0.01%	1168
2025 Q2	$1.15K	Buy	+10	New	+$1.08K	﹤0.01%	1113

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SAM

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Clearstead Trust's ADUS Position: Q4 2025 in Review

Clearstead Trust sold out of Addus HomeCare (ADUS) in Q4 2025, closing a stake of 10 shares — an estimated $1.18K sold.

Clearstead Trust first reported a position in ADUS in Q2 2025 and held it in 2 quarters. The position peaked at $1.18K in Q3 2025. 304 funds tracked by Wall St. Rank hold ADUS as of Q4 2025.

Clearstead Trust reported no remaining Addus HomeCare position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 10 Addus HomeCare shares in Q4 2025, an estimated $1.18K.
Clearstead Trust first reported a position in Addus HomeCare in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Addus HomeCare position peaked at $1.18K in Q3 2025.
304 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.