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Shell Asset Management’s Addus HomeCare ADUS Stock Holding History

Shell Asset 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
2025
Q3 		$67K Sell
564
-866
-61% -$97.2K 0.01% 775
2025
Q2 		$165K Sell
1,430
-338
-19% -$36.5K 0.01% 841
2025
Q1 		$175K Sell
1,768
-76
-4% -$8.45K 0.01% 840
2024
Q4 		$231K Sell
1,844
-6
-0.3% -$758 0.01% 777
2024
Q3 		$246K Buy
+1,850
New +$234K 0.01% 755
2024
Q1 		$227K Sell
1,955
-194
-9% -$18.1K 0.01% 770
2023
Q4 		$200K Sell
2,149
-654
-23% -$56.9K 0.01% 854
2023
Q3 		$239K Sell
2,803
-44
-2% -$3.92K 0.01% 846
2023
Q2 		$264K Sell
2,847
-16
-0.6% -$1.53K 0.01% 828
2023
Q1 		$306K Sell
2,863
-10
-0.3% -$1.04K 0.01% 775
2022
Q4 		$286K Sell
2,873
-634
-18% -$66.3K 0.01% 805
2022
Q3 		$334K Sell
3,507
-927
-21% -$85.2K 0.01% 777
2022
Q2 		$369K Buy
4,434
+1,709
+63% +$143K 0.01% 874
2022
Q1 		$254K Buy
2,725
+1,428
+110% +$115K 0.01% 1102
2021
Q4 		$121K Sell
1,297
-30
-2% -$2.7K ﹤0.01% 1307
2021
Q3 		$106K Sell
1,327
-50
-4% -$4.34K ﹤0.01% 1302
2021
Q2 		$120K Buy
+1,377
New +$134K ﹤0.01% 1330

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Shell Asset Management's ADUS Position: Q3 2025 in Review

Shell Asset Management reduced its Addus HomeCare (ADUS) stake by 61% in Q3 2025, selling an estimated $97.2K and leaving 564 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #775.

Shell Asset Management first reported a position in ADUS in Q2 2021 and has held it in 17 quarters since. The position peaked at $369K in Q2 2022. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Shell Asset Management held 564 shares of Addus HomeCare worth $67K as of Q3 2025.
  • Shell Asset Management sold 866 Addus HomeCare shares in Q3 2025, an estimated $97.2K.
  • Addus HomeCare made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #775 holding.
  • Shell Asset Management first reported a position in Addus HomeCare in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's Addus HomeCare position peaked at $369K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.