IWC
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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
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 $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