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Physician Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

Physician Wealth 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
2026
Q1 		– Sell
-6
Closed -$645 – 2062
2025
Q4 		$645 Hold
6
– – ﹤0.01% 1762
2025
Q3 		$708 Buy
+6
New +$673 ﹤0.01% 1728

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Physician Wealth Advisors's ADUS Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Addus HomeCare (ADUS) in Q1 2026, closing a stake of 6 shares — an estimated $645 sold.

Physician Wealth Advisors first reported a position in ADUS in Q3 2025 and held it in 2 quarters. The position peaked at $708 in Q3 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Addus HomeCare position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 6 Addus HomeCare shares in Q1 2026, an estimated $645.
  • Physician Wealth Advisors first reported a position in Addus HomeCare in Q3 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Addus HomeCare position peaked at $708 in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.