Pathstone Holdings
ADUS icon

Pathstone Holdings’s Addus HomeCare ADUS Stock Holding History

Pathstone Holdings’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
Q1 		$791K Sell
8,451
-869
-9% -$92.1K ﹤0.01% 1528
2025
Q4 		$1M Sell
9,320
-3,407
-27% -$391K ﹤0.01% 1414
2025
Q3 		$1.5M Buy
12,727
+112
+0.9% +$12.6K 0.01% 1182
2025
Q2 		$1.45M Buy
12,615
+1,749
+16% +$189K 0.01% 1185
2025
Q1 		$1.07M Sell
10,866
-1,040
-9% -$116K ﹤0.01% 1343
2024
Q4 		$1.49M Sell
11,906
-1,155
-9% -$146K 0.01% 1141
2024
Q3 		$1.74M Sell
13,061
-136
-1% -$17.2K 0.01% 1058
2024
Q2 		$1.53M Sell
13,197
-1,427
-10% -$153K 0.01% 1058
2024
Q1 		$1.51M Buy
14,624
+10,708
+273% +$1M 0.01% 1046
2023
Q4 		$363K Buy
+3,916
New +$340K ﹤0.01% 1696

Other funds holding ADUS

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WA
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VCM
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Dimensional Fund Advisors
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return