PAIM
ADUS icon

Punch & Associates Investment Management’s Addus HomeCare ADUS Stock Holding History

Punch & Associates Investment Management’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 		$18.2M Buy
193,890
+10,936
+6% +$1.16M 1.05% 31
2025
Q4 		$19.6M Buy
182,954
+39,299
+27% +$4.51M 1.15% 27
2025
Q3 		$16.9M Buy
143,655
+32,355
+29% +$3.63M 0.98% 36
2025
Q2 		$12.8M Buy
111,300
+1,014
+0.9% +$110K 0.79% 51
2025
Q1 		$10.9M Buy
110,286
+2,260
+2% +$251K 0.71% 58
2024
Q4 		$13.5M Sell
108,026
-361
-0.3% -$45.6K 0.74% 49
2024
Q3 		$14.4M Sell
108,387
-10,795
-9% -$1.36M 0.8% 41
2024
Q2 		$13.8M Sell
119,182
-10,679
-8% -$1.14M 0.81% 41
2024
Q1 		$13.4M Sell
129,861
-9,806
-7% -$916K 0.76% 41
2023
Q4 		$13M Buy
139,667
+943
+0.7% +$82K 0.76% 41
2023
Q3 		$11.8M Buy
138,724
+650
+0.5% +$57.9K 0.76% 37
2023
Q2 		$12.8M Sell
138,074
-1,051
-0.8% -$100K 0.78% 39
2023
Q1 		$14.9M Sell
139,125
-2,292
-2% -$239K 0.96% 25
2022
Q4 		$14.1M Buy
141,417
+438
+0.3% +$45.8K 0.91% 25
2022
Q3 		$13.4M Buy
140,979
+2,050
+1% +$188K 0.94% 24
2022
Q2 		$11.6M Buy
138,929
+1,566
+1% +$131K 0.81% 30
2022
Q1 		$12.8M Buy
137,363
+4,068
+3% +$327K 0.73% 37
2021
Q4 		$12.5M Buy
133,295
+1,304
+1% +$117K 0.65% 49
2021
Q3 		$10.5M Buy
131,991
+764
+0.6% +$66.4K 0.6% 55
2021
Q2 		$11.4M Buy
131,227
+469
+0.4% +$45.6K 0.65% 48
2021
Q1 		$13.7M Buy
130,758
+2,939
+2% +$335K 0.82% 30
2020
Q4 		$15M Buy
127,819
+32,502
+34% +$3.35M 1.04% 13
2020
Q3 		$9.01M Buy
95,317
+2
+0% +$187 0.77% 37
2020
Q2 		$8.82M Sell
95,315
-304
-0.3% -$26.3K 0.8% 29
2020
Q1 		$6.46M Sell
95,619
-22,422
-19% -$1.94M 0.77% 39
2019
Q4 		$11.5M Sell
118,041
-17,307
-13% -$1.52M 0.9% 28
2019
Q3 		$10.7M Sell
135,348
-49,736
-27% -$4.03M 0.89% 25
2019
Q2 		$13.9M Sell
185,084
-17,668
-9% -$1.22M 1.15% 17
2019
Q1 		$12.9M Sell
202,752
-7,001
-3% -$450K 1.1% 17
2018
Q4 		$14.2M Sell
209,753
-8,255
-4% -$564K 1.36% 10
2018
Q3 		$15.3M Sell
218,008
-27,980
-11% -$1.81M 1.21% 13
2018
Q2 		$14.1M Sell
245,988
-37,402
-13% -$2.04M 1.16% 17
2018
Q1 		$13.8M Sell
283,390
-12,157
-4% -$467K 1.22% 13
2017
Q4 		$10.3M Buy
295,547
+120,547
+69% +$4.09M 0.89% 30
2017
Q3 		$6.18M Buy
175,000
+10,200
+6% +$359K 0.55% 69
2017
Q2 		$6.13M Buy
164,800
+23,054
+16% +$829K 0.57% 61
2017
Q1 		$4.54M Buy
141,746
+17,995
+15% +$609K 0.44% 102
2016
Q4 		$4.34M Buy
123,751
+19,051
+18% +$587K 0.43% 102
2016
Q3 		$2.74M Buy
+104,700
New +$2.3M 0.29% 128

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

Punch & Associates Investment Management's ADUS Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Addus HomeCare (ADUS) stake by 6% in Q1 2026, buying an estimated $1.16M and bringing the position to 193,890 shares worth $18.2M. The position accounts for 1.05% of the portfolio, ranked #31.

Punch & Associates Investment Management first reported a position in ADUS in Q3 2016 and has held it in 39 quarters since. The position peaked at $19.6M in Q4 2025. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • Punch & Associates Investment Management held 193,890 shares of Addus HomeCare worth $18.2M as of Q1 2026.
  • Punch & Associates Investment Management bought 10,936 Addus HomeCare shares in Q1 2026, an estimated $1.16M.
  • Addus HomeCare made up 1.05% of Punch & Associates Investment Management's portfolio in Q1 2026, its #31 holding.
  • Punch & Associates Investment Management first reported a position in Addus HomeCare in Q3 2016 and has held it in 39 quarters since.
  • Punch & Associates Investment Management's Addus HomeCare position peaked at $19.6M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.