Hancock Whitney’s Addus HomeCare ADUS Stock Holding History

Hancock Whitney’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 Q1	–	Sell	-4,085	Closed	-$439K	–	753
2025 Q4	$439K	Buy	4,085 +21	+0.5%	+$2.41K	0.01%	583
2025 Q3	$480K	Sell	4,064 -1,179	-22%	-$132K	0.01%	584
2025 Q2	$604K	Sell	5,243 -11	-0.2%	-$1.19K	0.01%	525
2025 Q1	$520K	Buy	5,254 +35	+0.7%	+$3.89K	0.02%	439
2024 Q4	$654K	Buy	5,219 +54	+1%	+$6.83K	0.02%	383
2024 Q3	$687K	Buy	5,165 +35	+0.7%	+$4.42K	0.02%	379
2024 Q2	$596K	Buy	5,130 +28	+0.5%	+$3K	0.02%	391
2024 Q1	$527K	Buy	5,102 +263	+5%	+$24.6K	0.02%	427
2023 Q4	$449K	Sell	4,839 -226	-4%	-$19.6K	0.02%	456
2023 Q3	$431K	Sell	5,065 -174	-3%	-$15.5K	0.02%	453
2023 Q2	$486K	Sell	5,239 -31	-0.6%	-$2.96K	0.02%	438
2023 Q1	$562K	Sell	5,270 -394	-7%	-$41.1K	0.02%	410
2022 Q4	$564K	Buy	5,664 +117	+2%	+$12.2K	0.02%	409
2022 Q3	$528K	Buy	+5,547	New	+$510K	0.02%	403
2020 Q2	–	Sell	-3,179	Closed	-$215K	–	782
2020 Q1	$215K	Buy	+3,179	New	+$275K	0.01%	719
2019 Q1	–	Sell	-2,967	Closed	-$201K	–	822
2018 Q4	$201K	Sell	2,967 -3,054	-51%	-$209K	0.01%	767
2018 Q3	$422K	Buy	6,021 +66	+1%	+$4.27K	0.01%	677
2018 Q2	$341K	Buy	+5,955	New	+$325K	0.02%	479

Other funds holding ADUS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return