Ray Dalio
ADUS icon

Ray Dalio’s Addus HomeCare ADUS Stock Holding History

Ray Dalio’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
-2,075
Closed -$260K – 669
2024
Q4 		$260K Sell
2,075
-5,944
-74% -$751K ﹤0.01% 646
2024
Q3 		$1.07M Sell
8,019
-7,167
-47% -$905K 0.01% 592
2024
Q2 		$1.76M Buy
15,186
+486
+3% +$52K 0.01% 556
2024
Q1 		$1.52M Sell
14,700
-2,542
-15% -$238K 0.01% 533
2023
Q4 		$1.6M Sell
17,242
-1,806
-9% -$157K 0.01% 558
2023
Q3 		$1.62M Buy
19,048
+1,581
+9% +$141K 0.01% 529
2023
Q2 		$1.62M Sell
17,467
-1,997
-10% -$191K 0.01% 500
2023
Q1 		$2.08M Buy
19,464
+721
+4% +$75.3K 0.01% 455
2022
Q4 		$1.86M Sell
18,743
-6,341
-25% -$663K 0.01% 544
2022
Q3 		$2.39M Sell
25,084
-14
-0.1% -$1.29K 0.01% 525
2022
Q2 		$2.09M Buy
25,098
+2,425
+11% +$203K 0.01% 676
2022
Q1 		$2.12M Buy
22,673
+5,236
+30% +$421K 0.01% 672
2021
Q4 		$1.63M Buy
17,437
+1,615
+10% +$145K 0.01% 489
2021
Q3 		$1.26M Sell
15,822
-685
-4% -$59.5K 0.01% 486
2021
Q2 		$1.44M Buy
+16,507
New +$1.61M 0.01% 538

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

Ray Dalio's ADUS Position: Q1 2025 in Review

Ray Dalio sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 2,075 shares — an estimated $260K sold.

Ray Dalio first reported a position in ADUS in Q2 2021 and held it in 15 quarters. The position peaked at $2.39M in Q3 2022. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • Ray Dalio reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • Ray Dalio sold 2,075 Addus HomeCare shares in Q1 2025, an estimated $260K.
  • Ray Dalio first reported a position in Addus HomeCare in Q2 2021 and held it in 15 quarters.
  • Ray Dalio's Addus HomeCare position peaked at $2.39M in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.