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Global Financial Private Client’s Addus HomeCare ADUS Stock Holding History

Global Financial Private Client’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 		– Sell
-3
Closed -$297 – 248
2025
Q1 		$297 Buy
3
+2
+200% +$222 ﹤0.01% 1442
2024
Q4 		$125 Buy
+1
New +$126 ﹤0.01% 1432

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

Global Financial Private Client's ADUS Position: Q2 2025 in Review

Global Financial Private Client sold out of Addus HomeCare (ADUS) in Q2 2025, closing a stake of 3 shares — an estimated $297 sold.

Global Financial Private Client first reported a position in ADUS in Q4 2024 and held it in 2 quarters. The position peaked at $297 in Q1 2025. 299 funds tracked by Wall St. Rank hold ADUS as of Q2 2025.

  • Global Financial Private Client reported no remaining Addus HomeCare position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Addus HomeCare shares in Q2 2025, an estimated $297.
  • Global Financial Private Client first reported a position in Addus HomeCare in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Addus HomeCare position peaked at $297 in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.