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Root Financial Partners’s Addus HomeCare ADUS Stock Holding History

Root Financial Partners’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 		– Sell
-56
Closed -$5.24K – 455
2026
Q1 		$5.24K Buy
56
+15
+37% +$1.59K ﹤0.01% 1935
2025
Q4 		$4.4K Buy
41
+6
+17% +$689 ﹤0.01% 1801
2025
Q3 		$4.13K Buy
+35
New +$3.93K ﹤0.01% 1793

Other funds holding ADUS

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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

Root Financial Partners's ADUS Position: Q2 2026 in Review

Root Financial Partners sold out of Addus HomeCare (ADUS) in Q2 2026, closing a stake of 56 shares — an estimated $5.24K sold.

Root Financial Partners first reported a position in ADUS in Q3 2025 and held it in 3 quarters. The position peaked at $5.24K in Q1 2026. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Root Financial Partners reported no remaining Addus HomeCare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 56 Addus HomeCare shares in Q2 2026, an estimated $5.24K.
  • Root Financial Partners first reported a position in Addus HomeCare in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Addus HomeCare position peaked at $5.24K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.