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EverSource Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

EverSource 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
2026
Q2 		$138K Buy
1,370
+133
+11% +$12.6K ﹤0.01% 1214
2026
Q1 		$116K Buy
1,237
+198
+19% +$21K ﹤0.01% 1347
2025
Q4 		$112K Buy
1,039
+138
+15% +$15.8K ﹤0.01% 1260
2025
Q3 		$106K Buy
901
+340
+61% +$38.1K ﹤0.01% 1249
2025
Q2 		$64.6K Buy
561
+476
+560% +$51.4K ﹤0.01% 1461
2025
Q1 		$8.41K Sell
85
-4
-4% -$445 ﹤0.01% 2207
2024
Q4 		$11.2K Buy
89
+4
+5% +$506 ﹤0.01% 1931
2024
Q3 		$11.3K Hold
85
– – ﹤0.01% 1793
2024
Q2 		$10.3K Hold
85
– – ﹤0.01% 1838
2024
Q1 		$8.17K Hold
85
– – ﹤0.01% 1804
2023
Q4 		$7.89K Hold
85
– – ﹤0.01% 1670
2023
Q3 		$7.24K Hold
85
– – ﹤0.01% 1538
2023
Q2 		$7.88K Hold
85
– – ﹤0.01% 1554
2023
Q1 		$9.07K Sell
85
-25
-23% -$2.61K ﹤0.01% 1413
2022
Q4 		$10.9K Hold
110
– – ﹤0.01% 1297
2022
Q3 		$10K Hold
110
– – ﹤0.01% 1119
2022
Q2 		$9K Hold
110
– – ﹤0.01% 1051
2022
Q1 		$10K Buy
110
+25
+29% +$2.01K ﹤0.01% 956
2021
Q4 		$8K Buy
+85
New +$7.64K ﹤0.01% 1034

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EverSource Wealth Advisors's ADUS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Addus HomeCare (ADUS) stake by 11% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,370 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

EverSource Wealth Advisors first reported a position in ADUS in Q4 2021 and has held it in 19 quarters since. 303 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • EverSource Wealth Advisors held 1,370 shares of Addus HomeCare worth $138K as of Q2 2026.
  • EverSource Wealth Advisors bought 133 Addus HomeCare shares in Q2 2026, an estimated $12.6K.
  • Addus HomeCare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1214 holding.
  • EverSource Wealth Advisors first reported a position in Addus HomeCare in Q4 2021 and has held it in 19 quarters since.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.