IHT Wealth Management’s Addus HomeCare ADUS Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-4,241	Closed	-$489K	–	1170
2025 Q2	$489K	Sell	4,241 -374	-8%	-$40.4K	0.01%	711
2025 Q1	$456K	Buy	4,615 +213	+5%	+$23.7K	0.01%	704
2024 Q4	$552K	Buy	4,402 +1,496	+51%	+$189K	0.02%	651
2024 Q3	$387K	Sell	2,906 -359	-11%	-$45.3K	0.01%	807
2024 Q2	$379K	Buy	3,265 +162	+5%	+$17.3K	0.01%	724
2024 Q1	$321K	Buy	+3,103	New	+$290K	0.01%	777

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SAM

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

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

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

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

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

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

IHT Wealth Management's ADUS Position: Q3 2025 in Review

IHT Wealth Management sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 4,241 shares — an estimated $489K sold.

IHT Wealth Management first reported a position in ADUS in Q1 2024 and held it in 6 quarters. The position peaked at $552K in Q4 2024. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

IHT Wealth Management reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 4,241 Addus HomeCare shares in Q3 2025, an estimated $489K.
IHT Wealth Management first reported a position in Addus HomeCare in Q1 2024 and held it in 6 quarters.
IHT Wealth Management's Addus HomeCare position peaked at $552K in Q4 2024.
303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.