DFP
ADUS icon

Defined Financial Planning’s Addus HomeCare ADUS Stock Holding History

Defined Financial 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
2025
Q2 		– Sell
-2,156
Closed -$213K – 69
2025
Q1 		$213K Hold
2,156
– – 0.22% 73
2024
Q4 		$270K Buy
+2,156
New +$273K 0.29% 56

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Defined Financial Planning's ADUS Position: Q2 2025 in Review

Defined Financial Planning sold out of Addus HomeCare (ADUS) in Q2 2025, closing a stake of 2,156 shares — an estimated $213K sold.

Defined Financial Planning first reported a position in ADUS in Q4 2024 and held it in 2 quarters. The position peaked at $270K in Q4 2024. 299 funds tracked by Wall St. Rank hold ADUS as of Q2 2025.

  • Defined Financial Planning reported no remaining Addus HomeCare position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 2,156 Addus HomeCare shares in Q2 2025, an estimated $213K.
  • Defined Financial Planning first reported a position in Addus HomeCare in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Addus HomeCare position peaked at $270K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.