SVB Wealth’s Addus HomeCare ADUS Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-55	Closed	-$5.44K	–	451
2025 Q1	$5.44K	Buy	+55	New	+$6.12K	﹤0.01%	1008

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

SVB Wealth's ADUS Position: Q2 2025 in Review

SVB Wealth sold out of Addus HomeCare (ADUS) in Q2 2025, closing a stake of 55 shares — an estimated $5.44K sold.

SVB Wealth first reported a position in ADUS in Q1 2025 and held it in 1 quarter. The position peaked at $5.44K in Q1 2025. 299 funds tracked by Wall St. Rank hold ADUS as of Q2 2025.

SVB Wealth reported no remaining Addus HomeCare position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 55 Addus HomeCare shares in Q2 2025, an estimated $5.44K.
SVB Wealth first reported a position in Addus HomeCare in Q1 2025 and held it in 1 quarter.
SVB Wealth's Addus HomeCare position peaked at $5.44K in Q1 2025.
299 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.