CIA
ADUS icon

Concurrent Investment Advisors’s Addus HomeCare ADUS Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-2,605
Closed -$244K – 2100
2026
Q1 		$244K Buy
2,605
+373
+17% +$39.5K ﹤0.01% 1624
2025
Q4 		$240K Buy
+2,232
New +$256K ﹤0.01% 1530

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Concurrent Investment Advisors's ADUS Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Addus HomeCare (ADUS) in Q2 2026, closing a stake of 2,605 shares — an estimated $244K sold.

Concurrent Investment Advisors first reported a position in ADUS in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 303 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Addus HomeCare position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 2,605 Addus HomeCare shares in Q2 2026, an estimated $244K.
  • Concurrent Investment Advisors first reported a position in Addus HomeCare in Q4 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Addus HomeCare position peaked at $244K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.