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MassMutual Private Wealth & Trust’s Addus HomeCare ADUS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$1.22K Sell
11
-1
-8% -$115 ﹤0.01% 2061
2026
Q2 		$1.21K Hold
12
– – ﹤0.01% 2131
2026
Q1 		$1.12K Hold
12
– – ﹤0.01% 2110
2025
Q4 		$1.29K Hold
12
– – ﹤0.01% 2094
2025
Q3 		$1.42K Hold
12
– – ﹤0.01% 2074
2025
Q2 		$1.38K Hold
12
– – ﹤0.01% 2040
2025
Q1 		$1.19K Sell
12
-2
-14% -$222 ﹤0.01% 2077
2024
Q4 		$1.75K Buy
14
+6
+75% +$758 ﹤0.01% 1867
2024
Q3 		$1.06K Hold
8
– – ﹤0.01% 1840
2024
Q2 		$929 Buy
8
+2
+33% +$214 ﹤0.01% 1829
2024
Q1 		$620 Sell
6
-1
-14% -$93 ﹤0.01% 1818
2023
Q4 		$650 Buy
7
+5
+250% +$435 ﹤0.01% 1766
2023
Q3 		$170 Hold
2
– – ﹤0.01% 1932
2023
Q2 		$185 Buy
+2
New +$191 ﹤0.01% 1873
2020
Q1 		– Sell
-169
Closed -$16K – 659
2019
Q4 		$16K Sell
169
-8
-5% -$704 ﹤0.01% 549
2019
Q3 		$14K Hold
177
– – ﹤0.01% 543
2019
Q2 		$13K Hold
177
– – ﹤0.01% 545
2019
Q1 		$11.3K Buy
177
+70
+65% +$4.5K ﹤0.01% 576
2018
Q4 		$7.26K Buy
+107
New +$7.32K ﹤0.01% 611

Other funds holding ADUS

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's ADUS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Addus HomeCare (ADUS) stake by 8.3% in Q3 2026, selling an estimated $115 and leaving 11 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

MassMutual Private Wealth & Trust first reported a position in ADUS in Q4 2018 and has held it in 19 quarters since. The position peaked at $16K in Q4 2019. 11 funds tracked by Wall St. Rank hold ADUS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 11 shares of Addus HomeCare worth $1.22K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 1 Addus HomeCare share in Q3 2026, an estimated $115.
  • Addus HomeCare made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2061 holding.
  • MassMutual Private Wealth & Trust first reported a position in Addus HomeCare in Q4 2018 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's Addus HomeCare position peaked at $16K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.