Creative Planning
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Creative Planning’s Addus HomeCare ADUS Stock Holding History

Creative Planning’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
2026
Q2 		$1.85M Buy
18,419
+4,954
+37% +$468K ﹤0.01% 2149
2026
Q1 		$1.26M Buy
13,465
+3,531
+36% +$374K ﹤0.01% 2269
2025
Q4 		$1.07M Buy
9,934
+529
+6% +$60.8K ﹤0.01% 2224
2025
Q3 		$1.11M Buy
9,405
+2,381
+34% +$267K ﹤0.01% 2015
2025
Q2 		$809K Buy
7,024
+4,224
+151% +$456K ﹤0.01% 2043
2025
Q1 		$277K Sell
2,800
-4,648
-62% -$517K ﹤0.01% 2825
2024
Q4 		$934K Buy
7,448
+2,538
+52% +$321K ﹤0.01% 1693
2024
Q3 		$653K Buy
4,910
+267
+6% +$33.7K ﹤0.01% 1868
2024
Q2 		$539K Buy
4,643
+739
+19% +$79.1K ﹤0.01% 1877
2024
Q1 		$403K Buy
3,904
+1,066
+38% +$99.6K ﹤0.01% 2019
2023
Q4 		$264K Buy
2,838
+2,778
+4,630% +$242K ﹤0.01% 2189
2023
Q3 		$5.11K Buy
+60
New +$5.35K ﹤0.01% 2713
2017
Q3 		– Sell
-500
Closed -$19K – 1907
2017
Q2 		$19K Hold
500
– – ﹤0.01% 3208
2017
Q1 		$16K Hold
500
– – ﹤0.01% 3262
2016
Q4 		$18K Hold
500
– – ﹤0.01% 3132
2016
Q3 		$13K Hold
500
– – ﹤0.01% 3310
2016
Q2 		$9K Sell
500
-801
-62% -$15.2K ﹤0.01% 3293
2016
Q1 		$22K Sell
1,301
-9,000
-87% -$186K ﹤0.01% 2683
2015
Q4 		$240K Sell
10,301
-14,861
-59% -$374K ﹤0.01% 1101
2015
Q3 		$784K Sell
25,162
-8,459
-25% -$248K 0.01% 559
2015
Q2 		$937K Sell
33,621
-3,450
-9% -$94.5K 0.01% 490
2015
Q1 		$853K Sell
37,071
-13,493
-27% -$301K 0.01% 518
2014
Q4 		$1.23M Buy
50,564
+12,294
+32% +$259K 0.01% 389
2014
Q3 		$750K Sell
38,270
-3,000
-7% -$64.9K 0.01% 509
2014
Q2 		$928K Buy
41,270
+10,690
+35% +$240K 0.01% 409
2014
Q1 		$705K Buy
+30,580
New +$762K 0.01% 491
2013
Q4 		– Sell
-286
Closed -$8K – 3301
2013
Q3 		$8K Sell
286
-914
-76% -$20.5K ﹤0.01% 2539
2013
Q2 		$24K Buy
+1,200
New +$18.5K ﹤0.01% 1818

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Creative Planning's ADUS Position: Q2 2026 in Review

Creative Planning increased its Addus HomeCare (ADUS) stake by 37% in Q2 2026, buying an estimated $468K and bringing the position to 18,419 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Creative Planning first reported a position in ADUS in Q2 2013 and has held it in 28 quarters since. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Creative Planning held 18,419 shares of Addus HomeCare worth $1.85M as of Q2 2026.
  • Creative Planning bought 4,954 Addus HomeCare shares in Q2 2026, an estimated $468K.
  • Addus HomeCare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2149 holding.
  • Creative Planning first reported a position in Addus HomeCare in Q2 2013 and has held it in 28 quarters since.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.