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Evolve Private Wealth’s Addus HomeCare ADUS Stock Holding History

Evolve Private Wealth’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 		$585K Sell
5,823
-48
-0.8% -$4.53K 0.04% 454
2026
Q1 		$550K Buy
5,871
+273
+5% +$28.9K 0.03% 535
2025
Q4 		$601K Buy
+5,598
New +$643K 0.04% 461

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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

Evolve Private Wealth's ADUS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Addus HomeCare (ADUS) stake by 0.82% in Q2 2026, selling an estimated $4.53K and leaving 5,823 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #454.

Evolve Private Wealth first reported a position in ADUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Evolve Private Wealth held 5,823 shares of Addus HomeCare worth $585K as of Q2 2026.
  • Evolve Private Wealth sold 48 Addus HomeCare shares in Q2 2026, an estimated $4.53K.
  • Addus HomeCare made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #454 holding.
  • Evolve Private Wealth first reported a position in Addus HomeCare in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Addus HomeCare position peaked at $601K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.