FWA
ADUS icon

Fulcrum Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

Fulcrum 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 		$234K Hold
2,334
– – 0.18% 73
2026
Q1 		$219K Buy
+2,334
New +$247K 0.18% 67

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

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

Fulcrum Wealth Advisors held its Addus HomeCare (ADUS) position steady in Q2 2026 at 2,334 shares worth $234K. The position accounts for 0.18% of the portfolio, ranked #73.

Fulcrum Wealth Advisors first reported a position in ADUS in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Fulcrum Wealth Advisors held 2,334 shares of Addus HomeCare worth $234K as of Q2 2026.
  • Fulcrum Wealth Advisors left its Addus HomeCare share count unchanged in Q2 2026.
  • Addus HomeCare made up 0.18% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Fulcrum Wealth Advisors first reported a position in Addus HomeCare in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.