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EP Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

EP Wealth Advisors’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
Q2 		$312K Sell
2,708
-24
-0.9% -$2.59K ﹤0.01% 995
2025
Q1 		$270K Buy
2,732
+530
+24% +$58.9K ﹤0.01% 963
2024
Q4 		$276K Buy
2,202
+332
+18% +$42K ﹤0.01% 909
2024
Q3 		$249K Buy
+1,870
New +$236K ﹤0.01% 940

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

EP Wealth Advisors's ADUS Position: Q2 2025 in Review

EP Wealth Advisors reduced its Addus HomeCare (ADUS) stake by 0.88% in Q2 2025, selling an estimated $2.59K and leaving 2,708 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

EP Wealth Advisors first reported a position in ADUS in Q3 2024 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold ADUS as of Q2 2025.

  • EP Wealth Advisors held 2,708 shares of Addus HomeCare worth $312K as of Q2 2025.
  • EP Wealth Advisors sold 24 Addus HomeCare shares in Q2 2025, an estimated $2.59K.
  • Addus HomeCare made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #995 holding.
  • EP Wealth Advisors first reported a position in Addus HomeCare in Q3 2024 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.