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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
2023
Q1 		– Sell
-4,857
Closed -$483K – 517
2022
Q4 		$483K Buy
+4,857
New +$508K 0.03% 359

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T 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

Empowered Funds's ADUS Position: Q1 2026 in Review

Empowered Funds opened a new position in Addus HomeCare (ADUS) in Q1 2026: 26,772 shares worth $2.51M. The stake represents 0.02% of the portfolio and ranks #978 among its holdings. This is a return to the name: Empowered Funds previously reported a position in ADUS as recently as Q3 2025.

Empowered Funds first reported a position in ADUS in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q3 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Empowered Funds held 26,772 shares of Addus HomeCare worth $2.51M as of Q1 2026.
  • Addus HomeCare was a new Empowered Funds position in Q1 2026.
  • Addus HomeCare made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #978 holding.
  • Empowered Funds first reported a position in Addus HomeCare in Q1 2023 and has held it in 12 quarters since.
  • Empowered Funds's Addus HomeCare position peaked at $2.92M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.