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Empirical Wealth Management’s Addus HomeCare ADUS Stock Holding History

Empirical 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
-13,099
Closed -$1.51M – 796
2025
Q2 		$1.51M Buy
13,099
+2,311
+21% +$250K 0.03% 265
2025
Q1 		$1.07M Buy
+10,788
New +$1.2M 0.03% 288

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

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

Empirical Wealth Management sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 13,099 shares — an estimated $1.51M sold.

Empirical Wealth Management first reported a position in ADUS in Q1 2025 and held it in 2 quarters. The position peaked at $1.51M in Q2 2025. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Empirical Wealth Management reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 13,099 Addus HomeCare shares in Q3 2025, an estimated $1.51M.
  • Empirical Wealth Management first reported a position in Addus HomeCare in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Addus HomeCare position peaked at $1.51M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

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