Bailard’s Addus HomeCare ADUS Stock Holding History

Bailard’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	-2,100	Closed	-$248K	–	747
2025 Q3	$248K	Hold	2,100	–	–	0.01%	687
2025 Q2	$242K	Hold	2,100	–	–	0.01%	684
2025 Q1	$208K	Buy	+2,100	New	+$234K	0.01%	685

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $15.3B AUM 40.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bailard's ADUS Position: Q4 2025 in Review

Bailard sold out of Addus HomeCare (ADUS) in Q4 2025, closing a stake of 2,100 shares — an estimated $248K sold.

Bailard first reported a position in ADUS in Q1 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 304 funds tracked by Wall St. Rank hold ADUS as of Q4 2025.

Bailard reported no remaining Addus HomeCare position as of Q4 2025 after selling out during the quarter.
Bailard sold 2,100 Addus HomeCare shares in Q4 2025, an estimated $248K.
Bailard first reported a position in Addus HomeCare in Q1 2025 and held it in 3 quarters.
Bailard's Addus HomeCare position peaked at $248K in Q3 2025.
304 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.