Position in ADUS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$381,998
-$89,658 QoQ
Shares Held
4,079
-7.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Rothschild Wealth LLC holds $430,415 across 2 Medical Care Facilities names. ADUS ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADUS |
Addus HomeCare Corp
This page
|
4,079 | $381,998 | |
| 2 | BTMD |
biote Corp.
|
35,865 | $48,417 |
All Filings in ADUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,998 | 4,079 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $471,656 | 4,392 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||