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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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Equitable Trust's ADUS Position: Q1 2026 in Review

Equitable Trust reduced its Addus HomeCare (ADUS) stake by 1.6% in Q1 2026, selling an estimated $29.6K and leaving 16,823 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #176.

Equitable Trust first reported a position in ADUS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.85M in Q3 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Equitable Trust held 16,823 shares of Addus HomeCare worth $1.58M as of Q1 2026.
  • Equitable Trust sold 279 Addus HomeCare shares in Q1 2026, an estimated $29.6K.
  • Addus HomeCare made up 0.07% of Equitable Trust's portfolio in Q1 2026, its #176 holding.
  • Equitable Trust first reported a position in Addus HomeCare in Q4 2020 and has held it in 22 quarters since.
  • Equitable Trust's Addus HomeCare position peaked at $1.85M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.