Covestor’s Addus HomeCare ADUS Stock Holding History

Covestor’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	$14K	Buy	146 +20	+16%	+$2.12K	0.01%	1249
2025 Q4	$14K	Sell	126 -191	-60%	-$21.9K	0.01%	1417
2025 Q3	$37K	Sell	317 -54	-15%	-$6.06K	0.02%	1039
2025 Q2	$43K	Buy	371 +34	+10%	+$3.67K	0.03%	948
2025 Q1	$33K	Buy	337 +60	+22%	+$6.67K	0.02%	991
2024 Q4	$35K	Buy	277 +49	+21%	+$6.19K	0.02%	982
2024 Q3	$30K	Buy	228 +7	+3%	+$884	0.02%	1055
2024 Q2	$26K	Sell	221 -17	-7%	-$1.82K	0.02%	1093
2024 Q1	$25K	Buy	238 +26	+12%	+$2.43K	0.02%	1131
2023 Q4	$20K	Buy	212 +31	+17%	+$2.69K	0.01%	1191
2023 Q3	$15K	Buy	181 +176	+3,520%	+$15.7K	0.01%	1216
2023 Q2	$0	Sell	5 -7	-58%	-$668	﹤0.01%	2066
2023 Q1	$1K	Buy	12 +11	+1,100%	+$1.15K	﹤0.01%	1813
2022 Q4	$0	Sell	1 -529	-100%	-$55.3K	﹤0.01%	1988
2022 Q3	$64K	Buy	530 +528	+26,400%	+$48.5K	0.06%	589
2022 Q2	$0	Sell	2 -1	-33%	-$84	﹤0.01%	1846
2022 Q1	$0	Sell	3 -29	-91%	-$2.33K	﹤0.01%	2046
2021 Q4	$3K	Buy	+32	New	+$2.88K	﹤0.01%	1445

Other funds holding ADUS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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