DT
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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
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 $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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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