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LGT Financial Advisors’s Addus HomeCare ADUS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-36
Closed -$4.51K – 308
2024
Q4 		$4.51K Hold
36
– – 0.01% 568
2024
Q3 		$4.79K Hold
36
– – 0.01% 542
2024
Q2 		$4.18K Hold
36
– – 0.01% 624
2024
Q1 		$3.72K Hold
36
– – ﹤0.01% 666
2023
Q4 		$3.34K Hold
36
– – ﹤0.01% 701
2023
Q3 		$3.07K Buy
+36
New +$3.21K ﹤0.01% 718

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LGT Financial Advisors's ADUS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 36 shares — an estimated $4.51K sold.

LGT Financial Advisors first reported a position in ADUS in Q3 2023 and held it in 6 quarters. The position peaked at $4.79K in Q3 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 36 Addus HomeCare shares in Q1 2025, an estimated $4.51K.
  • LGT Financial Advisors first reported a position in Addus HomeCare in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Addus HomeCare position peaked at $4.79K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.