Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Addus HomeCare ADUS Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,167
Closed -$272K – 1533
2024
Q4 		$272K Sell
2,167
-45
-2% -$5.69K ﹤0.01% 1550
2024
Q3 		$294K Buy
2,212
+83
+4% +$10.5K ﹤0.01% 1464
2024
Q2 		$247K Sell
2,129
-64
-3% -$6.85K ﹤0.01% 1482
2024
Q1 		$227K Sell
2,193
-107
-5% -$10K ﹤0.01% 1501
2023
Q4 		$214K Buy
+2,300
New +$200K ﹤0.01% 1464

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Portfolio Solutions's ADUS Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 2,167 shares — an estimated $272K sold.

Envestnet Portfolio Solutions first reported a position in ADUS in Q4 2023 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,167 Addus HomeCare shares in Q1 2025, an estimated $272K.
  • Envestnet Portfolio Solutions first reported a position in Addus HomeCare in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Addus HomeCare position peaked at $294K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.