Corient Private Wealth
ADUS icon

Corient Private Wealth’s Addus HomeCare ADUS Stock Holding History

Corient Private Wealth’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 		$590K Sell
6,297
-8,113
-56% -$860K ﹤0.01% 1946
2025
Q4 		$1.55M Buy
14,410
+6,698
+87% +$769K ﹤0.01% 1653
2025
Q3 		$910K Sell
7,712
-1,715
-18% -$192K ﹤0.01% 1473
2025
Q2 		$1.09M Sell
9,427
-7,590
-45% -$820K ﹤0.01% 1326
2025
Q1 		$1.68M Sell
17,017
-4,929
-22% -$548K ﹤0.01% 1037
2024
Q4 		$2.75M Sell
21,946
-1,707
-7% -$216K ﹤0.01% 885
2024
Q3 		$3.15M Sell
23,653
-6,427
-21% -$811K 0.01% 910
2024
Q2 		$3.49M Buy
30,080
+133
+0.4% +$14.2K 0.01% 818
2024
Q1 		$3.09M Sell
29,947
-453
-1% -$42.3K 0.01% 841
2023
Q4 		$2.82M Sell
30,400
-2,846
-9% -$247K 0.01% 862
2023
Q3 		$2.83M Sell
33,246
-1,410
-4% -$126K 0.01% 797
2023
Q2 		$3.21M Buy
34,656
+31,476
+990% +$3M 0.01% 755
2023
Q1 		$339K Buy
+3,180
New +$332K ﹤0.01% 1552

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WA
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VCM
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Dimensional Fund Advisors
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SAM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return