Wasatch Advisors
ADUS icon

Wasatch Advisors’s Addus HomeCare ADUS Stock Holding History

Wasatch Advisors’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
Q3 		$69.3M Sell
627,071
-53,855
-8% -$6.2M 0.51% 66
2026
Q2 		$68.4M Sell
680,926
-186,899
-22% -$17.6M 0.45% 68
2026
Q1 		$81.3M Sell
867,825
-39,676
-4% -$4.21M 0.54% 60
2025
Q4 		$97.5M Sell
907,501
-28,742
-3% -$3.3M 0.58% 57
2025
Q3 		$110M Buy
936,243
+7,089
+0.8% +$795K 0.59% 54
2025
Q2 		$107M Sell
929,154
-316,381
-25% -$34.2M 0.56% 61
2025
Q1 		$123M Buy
1,245,535
+207,046
+20% +$23M 0.69% 54
2024
Q4 		$130M Sell
1,038,489
-4,751
-0.5% -$601K 0.64% 54
2024
Q3 		$139M Buy
1,043,240
+110,010
+12% +$13.9M 0.68% 53
2024
Q2 		$108M Buy
933,230
+626,550
+204% +$67.1M 0.58% 56
2024
Q1 		$31.7M Sell
306,680
-1,845
-0.6% -$172K 0.17% 114
2023
Q4 		$28.6M Buy
308,525
+443
+0.1% +$38.5K 0.16% 112
2023
Q3 		$26.2M Buy
308,082
+13,269
+5% +$1.18M 0.17% 111
2023
Q2 		$27.3M Buy
294,813
+39,419
+15% +$3.76M 0.17% 109
2023
Q1 		$27.3M Buy
255,394
+26,186
+11% +$2.73M 0.17% 111
2022
Q4 		$22.8M Sell
229,208
-97,326
-30% -$10.2M 0.15% 125
2022
Q3 		$31.1M Sell
326,534
-38,021
-10% -$3.49M 0.22% 100
2022
Q2 		$30.4M Sell
364,555
-60,093
-14% -$5.04M 0.19% 105
2022
Q1 		$39.6M Buy
424,648
+38,741
+10% +$3.12M 0.2% 106
2021
Q4 		$36.1M Sell
385,907
-69,130
-15% -$6.22M 0.15% 124
2021
Q3 		$36.3M Sell
455,037
-35,103
-7% -$3.05M 0.15% 131
2021
Q2 		$42.8M Buy
490,140
+256,177
+109% +$24.9M 0.17% 116
2021
Q1 		$24.5M Buy
233,963
+10,774
+5% +$1.23M 0.11% 156
2020
Q4 		$26.1M Buy
223,189
+2,623
+1% +$271K 0.13% 128
2020
Q3 		$20.8M Buy
220,566
+43,537
+25% +$4.08M 0.13% 127
2020
Q2 		$16.4M Buy
177,029
+49,553
+39% +$4.29M 0.12% 135
2020
Q1 		$8.62M Buy
127,476
+16,712
+15% +$1.45M 0.09% 137
2019
Q4 		$10.8M Sell
110,764
-5,427
-5% -$478K 0.09% 146
2019
Q3 		$9.21M Buy
+116,191
New +$9.41M 0.09% 143

Other funds holding ADUS

Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Wasatch Advisors's ADUS Position: Q3 2026 in Review

Wasatch Advisors reduced its Addus HomeCare (ADUS) stake by 7.9% in Q3 2026, selling an estimated $6.2M and leaving 627,071 shares worth $69.3M. The position accounts for 0.51% of the portfolio, ranked #66.

Wasatch Advisors first reported a position in ADUS in Q3 2019 and has held it in 29 quarters since. The position peaked at $139M in Q3 2024. 24 funds tracked by Wall St. Rank hold ADUS as of Q3 2026.

  • Wasatch Advisors held 627,071 shares of Addus HomeCare worth $69.3M as of Q3 2026.
  • Wasatch Advisors sold 53,855 Addus HomeCare shares in Q3 2026, an estimated $6.2M.
  • Addus HomeCare made up 0.51% of Wasatch Advisors's portfolio in Q3 2026, its #66 holding.
  • Wasatch Advisors first reported a position in Addus HomeCare in Q3 2019 and has held it in 29 quarters since.
  • Wasatch Advisors's Addus HomeCare position peaked at $139M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.