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Wealthspire Advisors (New York)’s Addus HomeCare ADUS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-10
Closed -$1.18K – 1061
2025
Q3 		$1.18K Buy
+10
New +$1.12K ﹤0.01% 2717

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WA
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADUS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Addus HomeCare (ADUS) in Q4 2025, closing a stake of 10 shares — an estimated $1.18K sold.

Wealthspire Advisors (New York) first reported a position in ADUS in Q3 2025 and held it in 1 quarter. The position peaked at $1.18K in Q3 2025. 304 funds tracked by Wall St. Rank hold ADUS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Addus HomeCare position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Addus HomeCare shares in Q4 2025, an estimated $1.18K.
  • Wealthspire Advisors (New York) first reported a position in Addus HomeCare in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Addus HomeCare position peaked at $1.18K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.