UBS AM
ADUS icon

UBS AM’s Addus HomeCare ADUS Stock Holding History

UBS AM’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 		$3.9M Sell
38,808
-3,770
-9% -$356K ﹤0.01% 1726
2026
Q1 		$3.99M Buy
42,578
+380
+0.9% +$40.3K ﹤0.01% 1682
2025
Q4 		$4.53M Sell
42,198
-165
-0.4% -$18.9K ﹤0.01% 1509
2025
Q3 		$5M Sell
42,363
-22,034
-34% -$2.47M ﹤0.01% 1370
2025
Q2 		$7.42M Buy
64,397
+12,718
+25% +$1.37M ﹤0.01% 1507
2025
Q1 		$5.11M Buy
51,679
+2,952
+6% +$328K ﹤0.01% 1565
2024
Q4 		$6.11M Buy
48,727
+14,812
+44% +$1.87M ﹤0.01% 1505
2024
Q3 		$4.51M Buy
33,915
+2,458
+8% +$310K ﹤0.01% 1630
2024
Q2 		$3.65M Buy
31,457
+16,458
+110% +$1.76M ﹤0.01% 1671
2024
Q1 		$1.55M Hold
14,999
– – ﹤0.01% 1799
2023
Q4 		$1.39M Buy
14,999
+1,168
+8% +$102K ﹤0.01% 1857
2023
Q3 		$1.18M Sell
13,831
-3,669
-21% -$327K ﹤0.01% 1873
2023
Q2 		$1.87M Hold
17,500
– – ﹤0.01% 1687
2023
Q1 		$1.87M Buy
+17,500
New +$1.83M ﹤0.01% 1687
2022
Q4 		– Sell
-17,572
Closed -$1.67M – 2530
2022
Q3 		$1.67M Sell
17,572
-1,073
-6% -$98.6K ﹤0.01% 1698
2022
Q2 		$1.55M Buy
18,645
+55
+0.3% +$4.61K ﹤0.01% 1736
2022
Q1 		$1.73M Buy
18,590
+91
+0.5% +$7.32K ﹤0.01% 1864
2021
Q4 		$1.73M Buy
18,499
+388
+2% +$34.9K ﹤0.01% 1939
2021
Q3 		$1.44M Buy
18,111
+163
+0.9% +$14.2K ﹤0.01% 1982
2021
Q2 		$1.57M Buy
17,948
+1,095
+6% +$106K ﹤0.01% 1968
2021
Q1 		$1.76M Hold
16,853
– – ﹤0.01% 1807
2020
Q4 		$1.97M Hold
16,853
– – ﹤0.01% 1690
2020
Q3 		$1.59M Buy
16,853
+4,118
+32% +$386K ﹤0.01% 1644
2020
Q2 		$1.18M Buy
12,735
+923
+8% +$79.8K ﹤0.01% 1730
2020
Q1 		$798K Buy
+11,812
New +$1.02M ﹤0.01% 1782

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

UBS AM's ADUS Position: Q2 2026 in Review

UBS AM reduced its Addus HomeCare (ADUS) stake by 8.9% in Q2 2026, selling an estimated $356K and leaving 38,808 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

UBS AM first reported a position in ADUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.42M in Q2 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • UBS AM held 38,808 shares of Addus HomeCare worth $3.9M as of Q2 2026.
  • UBS AM sold 3,770 Addus HomeCare shares in Q2 2026, an estimated $356K.
  • Addus HomeCare made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1726 holding.
  • UBS AM first reported a position in Addus HomeCare in Q1 2020 and has held it in 25 quarters since.
  • UBS AM's Addus HomeCare position peaked at $7.42M in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.