JFS Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

JFS Wealth Advisors’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	$804	Hold	8	–	–	﹤0.01%	1858
2026 Q1	$750	Sell	8 -4	-33%	-$424	﹤0.01%	1718
2025 Q4	$1.29K	Buy	12 +4	+50%	+$459	﹤0.01%	1661
2025 Q3	$944	Hold	8	–	–	﹤0.01%	1644
2025 Q2	$922	Hold	8	–	–	﹤0.01%	1589
2025 Q1	$792	Hold	8	–	–	﹤0.01%	1690
2024 Q4	$1K	Hold	8	–	–	﹤0.01%	1672
2024 Q3	$1.06K	Hold	8	–	–	﹤0.01%	1683
2024 Q2	$929	Hold	8	–	–	﹤0.01%	1682
2024 Q1	$827	Sell	8 -1	-11%	-$93	﹤0.01%	1698
2023 Q4	$836	Hold	9	–	–	﹤0.01%	1688
2023 Q3	$767	Buy	9 +1	+13%	+$89	﹤0.01%	1654
2023 Q2	$742	Sell	8 -2	-20%	-$191	﹤0.01%	1684
2023 Q1	$1.07K	Sell	10 -1	-9%	-$104	﹤0.01%	1569
2022 Q4	$1.09K	Hold	11	–	–	﹤0.01%	1573
2022 Q3	$1K	Buy	11 +2	+22%	+$184	﹤0.01%	1462
2022 Q2	$1K	Buy	9 +2	+29%	+$168	﹤0.01%	1447
2022 Q1	$1K	Buy	7 +4	+133%	+$322	﹤0.01%	1555
2021 Q4	$0	Buy	+3	New	+$270	﹤0.01%	1689

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JFS Wealth Advisors's ADUS Position: Q2 2026 in Review

JFS Wealth Advisors held its Addus HomeCare (ADUS) position steady in Q2 2026 at 8 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

JFS Wealth Advisors first reported a position in ADUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29K in Q4 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

JFS Wealth Advisors held 8 shares of Addus HomeCare worth $804 as of Q2 2026.
JFS Wealth Advisors left its Addus HomeCare share count unchanged in Q2 2026.
Addus HomeCare made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1858 holding.
JFS Wealth Advisors first reported a position in Addus HomeCare in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Addus HomeCare position peaked at $1.29K in Q4 2025.
302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.