HFO
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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 $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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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