Empowered Funds’s Addus HomeCare ADUS Stock Holding History

Empowered Funds’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	$2.51M	Buy	+26,772	New	+$2.84M	0.02%	978
2025 Q4	–	Sell	-24,790	Closed	-$2.92M	–	1012
2025 Q3	$2.92M	Buy	24,790 +676	+3%	+$75.8K	0.03%	723
2025 Q2	$2.78M	Buy	24,114 +5,941	+33%	+$642K	0.03%	678
2025 Q1	$1.8M	Sell	18,173 -54	-0.3%	-$6K	0.03%	792
2024 Q4	$2.28M	Buy	18,227 +4,340	+31%	+$549K	0.03%	686
2024 Q3	$1.85M	Buy	13,887 +2,790	+25%	+$352K	0.03%	703
2024 Q2	$1.29M	Buy	11,097 +4,207	+61%	+$450K	0.02%	770
2024 Q1	$712K	Buy	6,890 +615	+10%	+$57.5K	0.01%	992
2023 Q4	$583K	Buy	6,275 +1,148	+22%	+$99.8K	0.01%	961
2023 Q3	$437K	Buy	5,127 +123	+2%	+$11K	0.01%	961
2023 Q2	$464K	Buy	5,004 +123	+3%	+$11.7K	0.02%	840
2023 Q1	$521K	Buy	+4,881	New	+$509K	0.03%	390
2022 Q4	–	Hold	0	–	–	–	443

Other funds holding ADUS

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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 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