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Summit Place Financial Advisors’s Addus HomeCare ADUS Stock Holding History

Summit Place Financial 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
-6,370
Closed -$684K – 108
2025
Q4 		$684K Sell
6,370
-1,025
-14% -$118K 0.33% 66
2025
Q3 		$873K Sell
7,395
-140
-2% -$15.7K 0.41% 68
2025
Q2 		$868K Sell
7,535
-965
-11% -$104K 0.44% 62
2025
Q1 		$841K Sell
8,500
-910
-10% -$101K 0.47% 64
2024
Q4 		$1.18M Buy
9,410
+80
+0.9% +$10.1K 0.67% 53
2024
Q3 		$1.24M Sell
9,330
-495
-5% -$62.5K 0.69% 52
2024
Q2 		$1.14M Sell
9,825
-165
-2% -$17.7K 0.67% 51
2024
Q1 		$1.03M Sell
9,990
-165
-2% -$15.4K 0.6% 55
2023
Q4 		$943K Buy
10,155
+650
+7% +$56.5K 0.62% 55
2023
Q3 		$810K Sell
9,505
-295
-3% -$26.3K 0.58% 57
2023
Q2 		$908K Buy
9,800
+3,825
+64% +$365K 0.59% 56
2023
Q1 		$638K Buy
+5,975
New +$624K 0.45% 63

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

Summit Place Financial Advisors's ADUS Position: Q1 2026 in Review

Summit Place Financial Advisors sold out of Addus HomeCare (ADUS) in Q1 2026, closing a stake of 6,370 shares — an estimated $684K sold.

Summit Place Financial Advisors first reported a position in ADUS in Q1 2023 and held it in 12 quarters. The position peaked at $1.24M in Q3 2024. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Summit Place Financial Advisors reported no remaining Addus HomeCare position as of Q1 2026 after selling out during the quarter.
  • Summit Place Financial Advisors sold 6,370 Addus HomeCare shares in Q1 2026, an estimated $684K.
  • Summit Place Financial Advisors first reported a position in Addus HomeCare in Q1 2023 and held it in 12 quarters.
  • Summit Place Financial Advisors's Addus HomeCare position peaked at $1.24M in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.