Position in ADUS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$137,642
+$21,801 QoQ
Shares Held
1,370
+10.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 301 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. ADUS ranks #10 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in ADUS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,642 | 1,370 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $115,841 | 1,237 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $111,577 | 1,039 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $106,307 | 901 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,621 | 561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,405 | 85 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,155 | 89 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,307 | 85 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,869 | 85 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,783 | 85 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,892 | 85 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,241 | 85 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,879 | 85 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,074 | 85 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,943 | 110 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,476 | 110 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,160 | 110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,261 | 110 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,948 | 85 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||