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Caption Management’s Addus HomeCare ADUS Stock Holding History

Caption Management’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
Q2 		– Sell
-10,000
Closed -$989K – 1393
2025
Q1 		$989K Buy
+10,000
New +$1.11M 0.01% 921
2020
Q1 		– Sell
-15,000
Closed -$1.46M – 828
2019
Q4 		$1.46M Buy
+15,000
New +$1.32M 0.05% 424

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Caption Management's ADUS Position: Q3 2025 in Review

Caption Management sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 6,617 shares — an estimated $762K sold.

Caption Management first reported a position in ADUS in Q1 2025 and held it in 2 quarters. The position peaked at $762K in Q2 2025. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Caption Management reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 6,617 Addus HomeCare shares in Q3 2025, an estimated $762K.
  • Caption Management first reported a position in Addus HomeCare in Q1 2025 and held it in 2 quarters.
  • Caption Management's Addus HomeCare position peaked at $762K in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.