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Moran Wealth Management’s Addus HomeCare ADUS Stock Holding History

Moran Wealth Management’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 		$1.86M Sell
18,491
-1,447
-7% -$137K 0.05% 337
2026
Q1 		$1.87M Buy
19,938
+1,892
+10% +$201K 0.06% 319
2025
Q4 		$1.94M Sell
18,046
-2,458
-12% -$282K 0.06% 290
2025
Q3 		$2.42M Buy
+20,504
New +$2.3M 0.07% 265

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

Moran Wealth Management's ADUS Position: Q2 2026 in Review

Moran Wealth Management reduced its Addus HomeCare (ADUS) stake by 7.3% in Q2 2026, selling an estimated $137K and leaving 18,491 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #337.

Moran Wealth Management first reported a position in ADUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q3 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Moran Wealth Management held 18,491 shares of Addus HomeCare worth $1.86M as of Q2 2026.
  • Moran Wealth Management sold 1,447 Addus HomeCare shares in Q2 2026, an estimated $137K.
  • Addus HomeCare made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Moran Wealth Management first reported a position in Addus HomeCare in Q3 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Addus HomeCare position peaked at $2.42M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.