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Heritage Family Offices’s Addus HomeCare ADUS Stock Holding History

Heritage Family Offices’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
-2,479
Closed -$266K – 197
2025
Q4 		$266K Sell
2,479
-330
-12% -$37.9K 0.12% 157
2025
Q3 		$331K Buy
2,809
+392
+16% +$44K 0.15% 120
2025
Q2 		$235K Hold
2,417
– – 0.12% 156
2025
Q1 		$239K Buy
2,417
+143
+6% +$15.9K 0.12% 153
2024
Q4 		$285K Buy
2,274
+159
+8% +$20.1K 0.14% 129
2024
Q3 		$281K Buy
2,115
+24
+1% +$3.03K 0.15% 141
2024
Q2 		$243K Buy
+2,091
New +$224K 0.13% 145

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Heritage Family Offices's ADUS Position: Q1 2026 in Review

Heritage Family Offices sold out of Addus HomeCare (ADUS) in Q1 2026, closing a stake of 2,479 shares — an estimated $266K sold.

Heritage Family Offices first reported a position in ADUS in Q2 2024 and held it in 7 quarters. The position peaked at $331K in Q3 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Heritage Family Offices reported no remaining Addus HomeCare position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,479 Addus HomeCare shares in Q1 2026, an estimated $266K.
  • Heritage Family Offices first reported a position in Addus HomeCare in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Addus HomeCare position peaked at $331K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.