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True Wealth Design’s Addus HomeCare ADUS Stock Holding History

True Wealth Design’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
-6
Closed -$562 – 2658
2026
Q1 		$562 Hold
6
– – ﹤0.01% 2012
2025
Q4 		$645 Hold
6
– – ﹤0.01% 1868
2025
Q3 		$708 Hold
6
– – ﹤0.01% 1881
2025
Q2 		$692 Hold
6
– – ﹤0.01% 1608
2025
Q1 		$594 Buy
+6
New +$667 ﹤0.01% 1478

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

True Wealth Design's ADUS Position: Q2 2026 in Review

True Wealth Design sold out of Addus HomeCare (ADUS) in Q2 2026, closing a stake of 6 shares — an estimated $562 sold.

True Wealth Design first reported a position in ADUS in Q1 2025 and held it in 5 quarters. The position peaked at $708 in Q3 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • True Wealth Design reported no remaining Addus HomeCare position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 6 Addus HomeCare shares in Q2 2026, an estimated $562.
  • True Wealth Design first reported a position in Addus HomeCare in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Addus HomeCare position peaked at $708 in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.