Axa’s Addus HomeCare ADUS Stock Holding History

Axa’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 Q1	–	Sell	-3,990	Closed	-$500K	–	1058
2024 Q4	$500K	Sell	3,990 -21,617	-84%	-$2.73M	﹤0.01%	943
2024 Q3	$3.41M	Buy	+25,607	New	+$3.23M	0.01%	642
2024 Q1	–	Sell	-24,800	Closed	-$2.3M	–	1060
2023 Q4	$2.3M	Sell	24,800 -300	-1%	-$26.1K	0.01%	710
2023 Q3	$2.14M	Sell	25,100 -600	-2%	-$53.5K	0.01%	698
2023 Q2	$2.38M	Buy	+25,700	New	+$2.45M	0.01%	689

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Axa's ADUS Position: Q1 2025 in Review

Axa sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 3,990 shares — an estimated $500K sold.

Axa first reported a position in ADUS in Q2 2023 and held it in 5 quarters. The position peaked at $3.41M in Q3 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

Axa reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
Axa sold 3,990 Addus HomeCare shares in Q1 2025, an estimated $500K.
Axa first reported a position in Addus HomeCare in Q2 2023 and held it in 5 quarters.
Axa's Addus HomeCare position peaked at $3.41M in Q3 2024.
307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Axa's 13F filing for Q1 2025, filed 15 May 2025.