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Pinnacle Wealth Planning Services’s Addus HomeCare ADUS Stock Holding History

Pinnacle Wealth Planning Services’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 		$28.3K Sell
282
-132
-32% -$12.5K ﹤0.01% 1619
2026
Q1 		$38.8K Sell
414
-104
-20% -$11K ﹤0.01% 1340
2025
Q4 		$55.6K Buy
+518
New +$59.5K 0.01% 1122
2021
Q1 		– Sell
-587
Closed -$69K – 367
2020
Q4 		$69K Buy
+587
New +$60.6K 0.02% 635

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

Pinnacle Wealth Planning Services's ADUS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Addus HomeCare (ADUS) stake by 32% in Q2 2026, selling an estimated $12.5K and leaving 282 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Pinnacle Wealth Planning Services first reported a position in ADUS in Q4 2020 and has held it in 4 quarters since. The position peaked at $69K in Q4 2020. 303 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 282 shares of Addus HomeCare worth $28.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 132 Addus HomeCare shares in Q2 2026, an estimated $12.5K.
  • Addus HomeCare made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1619 holding.
  • Pinnacle Wealth Planning Services first reported a position in Addus HomeCare in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Addus HomeCare position peaked at $69K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.