CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Addus HomeCare ADUS Stock Holding History

CAPTRUST Financial Advisors’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
-1,811
Closed -$214K – 2738
2025
Q3 		$214K Buy
1,811
+10
+0.6% +$1.12K ﹤0.01% 2384
2025
Q2 		$207K Buy
+1,801
New +$195K ﹤0.01% 2281
2025
Q1 		– Sell
-2,657
Closed -$333K – 2354
2024
Q4 		$333K Sell
2,657
-287
-10% -$36.3K ﹤0.01% 1849
2024
Q3 		$392K Buy
+2,944
New +$372K ﹤0.01% 1727
2024
Q1 		– Sell
-3,573
Closed -$332K – 2144
2023
Q4 		$332K Sell
3,573
-629
-15% -$54.7K ﹤0.01% 2038
2023
Q3 		$358K Buy
+4,202
New +$374K ﹤0.01% 1885
2022
Q3 		– Sell
-820
Closed -$68K – 2092
2022
Q2 		$68K Sell
820
-458
-36% -$38.4K ﹤0.01% 2506
2022
Q1 		$119K Buy
1,278
+560
+78% +$45K ﹤0.01% 2134
2021
Q4 		$67K Sell
718
-20
-3% -$1.8K ﹤0.01% 2442
2021
Q3 		$59K Sell
738
-145
-16% -$12.6K ﹤0.01% 2462
2021
Q2 		$77K Sell
883
-1,174
-57% -$114K ﹤0.01% 2213
2021
Q1 		$215K Sell
2,057
-544
-21% -$62K ﹤0.01% 1431
2020
Q4 		$305K Buy
2,601
+785
+43% +$81K ﹤0.01% 1026
2020
Q3 		$177K Buy
1,816
+6
+0.3% +$562 ﹤0.01% 1082
2020
Q2 		$167K Sell
1,810
-303
-14% -$26.2K ﹤0.01% 1108
2020
Q1 		$138K Hold
2,113
– – ﹤0.01% 993
2019
Q4 		$201K Buy
2,113
+1,890
+848% +$166K ﹤0.01% 979
2019
Q3 		$18K Sell
223
-9
-4% -$729 ﹤0.01% 1328
2019
Q2 		$17K Sell
232
-12
-5% -$829 ﹤0.01% 1320
2019
Q1 		$16K Hold
244
– – ﹤0.01% 1235
2018
Q4 		$17K Buy
+244
New +$16.7K ﹤0.01% 1059

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $15.3B AUM 40.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAPTRUST Financial Advisors's ADUS Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of Addus HomeCare (ADUS) in Q4 2025, closing a stake of 1,811 shares — an estimated $214K sold.

CAPTRUST Financial Advisors first reported a position in ADUS in Q4 2018 and held it in 21 quarters. The position peaked at $392K in Q3 2024. 304 funds tracked by Wall St. Rank hold ADUS as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining Addus HomeCare position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,811 Addus HomeCare shares in Q4 2025, an estimated $214K.
  • CAPTRUST Financial Advisors first reported a position in Addus HomeCare in Q4 2018 and held it in 21 quarters.
  • CAPTRUST Financial Advisors's Addus HomeCare position peaked at $392K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.