MassMutual Private Wealth & Trust, FSB ADUS — Addus HomeCare Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  17 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Addus HomeCare Corp (ADUS) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ADUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Addus HomeCare Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADUS stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held ADUS — position size vs. price
% of Fund (quarterly)    ADUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12 — 0% 0.00% $1K 2026-04-13 $95.09
2025 Q4 UNCHANGED — — — 12 — 0% 0.00% $1K 2026-01-07 $112.79
2025 Q3 UNCHANGED — — — 12 — 0% 0.00% $1K 2025-10-22 $121.50
2025 Q2 UNCHANGED — — — 12 — 0% 0.00% $1K 2025-07-09 $114.41
2025 Q1 REDUCED 14.3% +16.5% ❌ 12 -2 -14.3% 0.00% $1K 2025-04-01 $98.93
2024 Q4 ADDED — — — 14 +6 +75.0% 0.00% $2K 2025-01-16 $133.32
2024 Q3 UNCHANGED — — — 8 — 0% 0.00% $1K 2024-10-02 $127.66
2024 Q2 ADDED — — — 8 +2 +33.3% 0.00% $929 2024-07-02 $116.65
2024 Q1 REDUCED 14.3% +12.4% ❌ 6 -1 -14.3% 0.00% $620 2024-04-09 $98.67
2023 Q4 ADDED — — — 7 +5 +250.0% 0.00% $650 2024-01-03 $90.64
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADUS

As of 2026 Q1 — sorted by position size

Leeward Investments, LLC - MA 3Y 0.56% WASATCH ADVISORS LP 3Y 7Y 0.54% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.26% FULCRUM WEALTH ADVISORS, LLC 0.18% MQS Management LLC 3Y 0.15% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.14% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.08% Huntleigh Advisors, Inc. 0.07% Inspire Investing, LLC 3Y 7Y 0.04% EVOLVE PRIVATE WEALTH, LLC 0.03%

FAQ About MassMutual Private Wealth & Trust, FSB and ADUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning ADUS?

MassMutual Private Wealth & Trust, FSB reported ADUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ADUS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for ADUS was 0.00% in 2024 Q4.

What is the latest reported ADUS position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this ADUS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly ADUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their ADUS position?

Based on 13F filing dates vs. subsequent ADUS price moves, MassMutual Private Wealth & Trust, FSB correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ADUS relative to SPY over the holding period was -17.3%.

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