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Ellsworth Advisors’s Addus HomeCare ADUS Stock Holding History

Ellsworth 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
Q1 		– Sell
-5,692
Closed -$713K – 171
2024
Q4 		$713K Buy
5,692
+348
+7% +$44K 0.19% 105
2024
Q3 		$711K Buy
5,344
+193
+4% +$24.4K 0.18% 105
2024
Q2 		$598K Buy
+5,151
New +$551K 0.17% 112
2023
Q3 		– Sell
-3,790
Closed -$351K – 165
2023
Q2 		$351K Buy
3,790
+136
+4% +$13K 0.12% 135
2023
Q1 		$390K Buy
+3,654
New +$381K 0.14% 115
2021
Q1 		– Sell
-1,873
Closed -$219K – 140
2020
Q4 		$219K Buy
+1,873
New +$193K 0.16% 112

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ellsworth Advisors's ADUS Position: Q1 2025 in Review

Ellsworth Advisors sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 5,692 shares — an estimated $713K sold.

Ellsworth Advisors first reported a position in ADUS in Q4 2020 and held it in 6 quarters. The position peaked at $713K in Q4 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • Ellsworth Advisors reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 5,692 Addus HomeCare shares in Q1 2025, an estimated $713K.
  • Ellsworth Advisors first reported a position in Addus HomeCare in Q4 2020 and held it in 6 quarters.
  • Ellsworth Advisors's Addus HomeCare position peaked at $713K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Ellsworth Advisors's 13F filing for Q1 2025, filed 28 May 2025.