DWM
ADUS icon

Dakota Wealth Management’s Addus HomeCare ADUS Stock Holding History

Dakota Wealth Management’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
Q3 		– Sell
-2,007
Closed -$231K – 651
2025
Q2 		$231K Sell
2,007
-26
-1% -$2.81K ﹤0.01% 689
2025
Q1 		$201K Buy
2,033
+9
+0.4% +$1K ﹤0.01% 718
2024
Q4 		$254K Buy
2,024
+394
+24% +$49.8K 0.01% 662
2024
Q3 		$217K Buy
+1,630
New +$206K ﹤0.01% 671

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dakota Wealth Management's ADUS Position: Q3 2025 in Review

Dakota Wealth Management sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 2,007 shares — an estimated $231K sold.

Dakota Wealth Management first reported a position in ADUS in Q3 2024 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Dakota Wealth Management reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,007 Addus HomeCare shares in Q3 2025, an estimated $231K.
  • Dakota Wealth Management first reported a position in Addus HomeCare in Q3 2024 and held it in 4 quarters.
  • Dakota Wealth Management's Addus HomeCare position peaked at $254K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.