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Integrated Wealth Concepts’s Addus HomeCare ADUS Stock Holding History

Integrated Wealth Concepts’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
Q2 		$298K Buy
2,965
+542
+22% +$51.2K ﹤0.01% 2090
2026
Q1 		$227K Buy
+2,423
New +$257K ﹤0.01% 2030
2025
Q3 		– Sell
-7,633
Closed -$879K – 1975
2025
Q2 		$879K Sell
7,633
-211
-3% -$22.8K 0.01% 998
2025
Q1 		$776K Buy
7,844
+596
+8% +$66.3K 0.01% 943
2024
Q4 		$909K Sell
7,248
-163
-2% -$20.6K 0.01% 864
2024
Q3 		$986K Buy
7,411
+545
+8% +$68.8K 0.01% 806
2024
Q2 		$799K Buy
6,866
+28
+0.4% +$3K 0.01% 857
2024
Q1 		$706K Hold
6,838
– – 0.01% 902
2023
Q4 		$635K Hold
6,838
– – 0.01% 902
2023
Q3 		$583K Hold
6,838
– – 0.01% 911
2023
Q2 		$634K Buy
+6,838
New +$652K 0.01% 882

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Concepts's ADUS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Addus HomeCare (ADUS) stake by 22% in Q2 2026, buying an estimated $51.2K and bringing the position to 2,965 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Integrated Wealth Concepts first reported a position in ADUS in Q2 2023 and has held it in 11 quarters since. The position peaked at $986K in Q3 2024. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Integrated Wealth Concepts held 2,965 shares of Addus HomeCare worth $298K as of Q2 2026.
  • Integrated Wealth Concepts bought 542 Addus HomeCare shares in Q2 2026, an estimated $51.2K.
  • Addus HomeCare made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2090 holding.
  • Integrated Wealth Concepts first reported a position in Addus HomeCare in Q2 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Addus HomeCare position peaked at $986K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.