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

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return