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Leeward Investments’s Addus HomeCare ADUS Stock Holding History

Leeward Investments’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 		$11.9M Sell
118,357
-2,500
-2% -$236K 0.54% 79
2026
Q1 		$11.3M Buy
120,857
+10,414
+9% +$1.1M 0.56% 79
2025
Q4 		$11.9M Buy
110,443
+5,858
+6% +$673K 0.6% 69
2025
Q3 		$12.3M Buy
104,585
+25,132
+32% +$2.82M 0.63% 63
2025
Q2 		$9.15M Buy
+79,453
New +$8.58M 0.49% 94

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

Leeward Investments's ADUS Position: Q2 2026 in Review

Leeward Investments reduced its Addus HomeCare (ADUS) stake by 2.1% in Q2 2026, selling an estimated $236K and leaving 118,357 shares worth $11.9M. The position accounts for 0.54% of the portfolio, ranked #79.

Leeward Investments first reported a position in ADUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.3M in Q3 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Leeward Investments held 118,357 shares of Addus HomeCare worth $11.9M as of Q2 2026.
  • Leeward Investments sold 2,500 Addus HomeCare shares in Q2 2026, an estimated $236K.
  • Addus HomeCare made up 0.54% of Leeward Investments's portfolio in Q2 2026, its #79 holding.
  • Leeward Investments first reported a position in Addus HomeCare in Q2 2025 and has held it in 5 quarters since.
  • Leeward Investments's Addus HomeCare position peaked at $12.3M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.