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Diversified Trust’s Addus HomeCare ADUS Stock Holding History

Diversified Trust’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
-2,201
Closed -$206K – 1115
2026
Q1 		$206K Buy
2,201
+237
+12% +$25.1K ﹤0.01% 970
2025
Q4 		$211K Buy
1,964
+170
+9% +$19.5K ﹤0.01% 956
2025
Q3 		$212K Sell
1,794
-1,282
-42% -$144K ﹤0.01% 918
2025
Q2 		$354K Buy
3,076
+4
+0.1% +$432 0.01% 702
2025
Q1 		$304K Hold
3,072
– – 0.01% 727
2024
Q4 		$385K Buy
3,072
+372
+14% +$47K 0.01% 667
2024
Q3 		$359K Buy
2,700
+27
+1% +$3.41K 0.01% 690
2024
Q2 		$310K Buy
2,673
+230
+9% +$24.6K 0.01% 680
2024
Q1 		$252K Buy
2,443
+3
+0.1% +$280 0.01% 697
2023
Q4 		$227K Buy
+2,440
New +$212K 0.01% 749
2023
Q3 		– Sell
-2,158
Closed -$200K – 832
2023
Q2 		$200K Buy
+2,158
New +$206K 0.01% 763

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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

Diversified Trust's ADUS Position: Q2 2026 in Review

Diversified Trust sold out of Addus HomeCare (ADUS) in Q2 2026, closing a stake of 2,201 shares — an estimated $206K sold.

Diversified Trust first reported a position in ADUS in Q2 2023 and held it in 11 quarters. The position peaked at $385K in Q4 2024. 303 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Diversified Trust reported no remaining Addus HomeCare position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 2,201 Addus HomeCare shares in Q2 2026, an estimated $206K.
  • Diversified Trust first reported a position in Addus HomeCare in Q2 2023 and held it in 11 quarters.
  • Diversified Trust's Addus HomeCare position peaked at $385K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.