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CreativeOne Wealth’s Addus HomeCare ADUS Stock Holding History

CreativeOne 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
2025
Q1 		– Sell
-6,843
Closed -$858K – 1058
2024
Q4 		$858K Buy
6,843
+175
+3% +$22.1K 0.03% 520
2024
Q3 		$887K Buy
+6,668
New +$842K 0.03% 466

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CreativeOne Wealth's ADUS Position: Q1 2025 in Review

CreativeOne Wealth sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 6,843 shares — an estimated $858K sold.

CreativeOne Wealth first reported a position in ADUS in Q3 2024 and held it in 2 quarters. The position peaked at $887K in Q3 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • CreativeOne Wealth reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 6,843 Addus HomeCare shares in Q1 2025, an estimated $858K.
  • CreativeOne Wealth first reported a position in Addus HomeCare in Q3 2024 and held it in 2 quarters.
  • CreativeOne Wealth's Addus HomeCare position peaked at $887K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.