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Equitable Trust’s Addus HomeCare ADUS Stock Holding History

Equitable Trust’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 		– Sell
-16,823
Closed -$1.58M – 456
2026
Q1 		$1.58M Sell
16,823
-279
-2% -$29.6K 0.07% 176
2025
Q4 		$1.84M Buy
17,102
+1,440
+9% +$165K 0.08% 163
2025
Q3 		$1.85M Sell
15,662
-65
-0.4% -$7.29K 0.08% 161
2025
Q2 		$1.81M Buy
15,727
+5,832
+59% +$630K 0.09% 163
2025
Q1 		$979K Buy
9,895
+2,799
+39% +$311K 0.05% 223
2024
Q4 		$889K Buy
7,096
+2,271
+47% +$287K 0.05% 244
2024
Q3 		$642K Buy
4,825
+106
+2% +$13.4K 0.04% 264
2024
Q2 		$548K Hold
4,719
– – 0.04% 282
2024
Q1 		$488K Hold
4,719
– – 0.03% 308
2023
Q4 		$438K Sell
4,719
-59
-1% -$5.13K 0.03% 297
2023
Q3 		$407K Hold
4,778
– – 0.03% 290
2023
Q2 		$443K Hold
4,778
– – 0.03% 276
2023
Q1 		$510K Hold
4,778
– – 0.04% 249
2022
Q4 		$475K Sell
4,778
-6,448
-57% -$674K 0.04% 269
2022
Q3 		$1.07M Buy
11,226
+1,567
+16% +$144K 0.09% 162
2022
Q2 		$804K Buy
9,659
+3,272
+51% +$274K 0.06% 200
2022
Q1 		$596K Buy
6,387
+449
+8% +$36.1K 0.04% 228
2021
Q4 		$555K Buy
5,938
+1,913
+48% +$172K 0.03% 235
2021
Q3 		$321K Buy
4,025
+59
+1% +$5.13K 0.02% 297
2021
Q2 		$346K Buy
3,966
+1,433
+57% +$139K 0.02% 294
2021
Q1 		$265K Buy
2,533
+640
+34% +$72.9K 0.02% 311
2020
Q4 		$222K Buy
+1,893
New +$195K 0.02% 336

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

Equitable Trust's ADUS Position: Q2 2026 in Review

Equitable Trust sold out of Addus HomeCare (ADUS) in Q2 2026, closing a stake of 16,823 shares — an estimated $1.58M sold.

Equitable Trust first reported a position in ADUS in Q4 2020 and held it in 22 quarters. The position peaked at $1.85M in Q3 2025. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Equitable Trust reported no remaining Addus HomeCare position as of Q2 2026 after selling out during the quarter.
  • Equitable Trust sold 16,823 Addus HomeCare shares in Q2 2026, an estimated $1.58M.
  • Equitable Trust first reported a position in Addus HomeCare in Q4 2020 and held it in 22 quarters.
  • Equitable Trust's Addus HomeCare position peaked at $1.85M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.