WCM Investment Management
ADUS icon

WCM Investment Management’s Addus HomeCare ADUS Stock Holding History

WCM 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 		$15.1M Sell
159,754
-155,315
-49% -$16.5M 0.03% 114
2025
Q4 		$34.2M Sell
315,069
-114,728
-27% -$13.2M 0.07% 63
2025
Q3 		$50.6M Sell
429,797
-59,263
-12% -$6.65M 0.11% 53
2025
Q2 		$56.3M Sell
489,060
-5,731
-1% -$619K 0.13% 45
2025
Q1 		$48.1M Buy
494,791
+23,176
+5% +$2.58M 0.12% 49
2024
Q4 		$59.6M Sell
471,615
-26,664
-5% -$3.37M 0.14% 49
2024
Q3 		$65.2M Buy
498,279
+13,938
+3% +$1.76M 0.15% 49
2024
Q2 		$55.3M Sell
484,341
-2,741
-0.6% -$293K 0.13% 50
2024
Q1 		$50.3M Sell
487,082
-13,244
-3% -$1.24M 0.12% 52
2023
Q4 		$47.2M Sell
500,326
-15,007
-3% -$1.3M 0.13% 53
2023
Q3 		$44M Buy
515,333
+2,390
+0.5% +$213K 0.13% 47
2023
Q2 		$47.8M Buy
512,943
+214
+0% +$20.4K 0.14% 46
2023
Q1 		$54.7M Sell
512,729
-1,780
-0.3% -$186K 0.18% 47
2022
Q4 		$51.2M Sell
514,509
-29,966
-6% -$3.13M 0.17% 51
2022
Q3 		$51.8M Buy
544,475
+7,067
+1% +$649K 0.19% 47
2022
Q2 		$45.7M Sell
537,408
-6,343
-1% -$532K 0.16% 50
2022
Q1 		$50.7M Buy
543,751
+10,499
+2% +$844K 0.14% 48
2021
Q4 		$49.9M Buy
533,252
+172,426
+48% +$15.5M 0.11% 47
2021
Q3 		$28.8M Buy
360,826
+9,164
+3% +$796K 0.07% 66
2021
Q2 		$30.7M Buy
351,662
+116,460
+50% +$11.3M 0.08% 53
2021
Q1 		$24.6M Buy
235,202
+30,108
+15% +$3.43M 0.07% 59
2020
Q4 		$24M Buy
205,094
+3,647
+2% +$376K 0.07% 54
2020
Q3 		$19M Buy
201,447
+36,655
+22% +$3.43M 0.07% 54
2020
Q2 		$15.3M Buy
164,792
+9,914
+6% +$857K 0.06% 56
2020
Q1 		$10.5M Buy
154,878
+6,888
+5% +$596K 0.06% 54
2019
Q4 		$14.4M Buy
147,990
+23,901
+19% +$2.1M 0.08% 53
2019
Q3 		$9.84M Sell
124,089
-10,443
-8% -$846K 0.06% 54
2019
Q2 		$10.1M Sell
134,532
-3,927
-3% -$271K 0.06% 52
2019
Q1 		$8.8M Buy
138,459
+56,830
+70% +$3.65M 0.06% 60
2018
Q4 		$5.54M Buy
81,629
+8,499
+12% +$581K 0.05% 58
2018
Q3 		$5.13M Buy
73,130
+13,830
+23% +$895K 0.05% 55
2018
Q2 		$3.4M Sell
59,300
-261,184
-81% -$14.3M 0.04% 59
2018
Q1 		$15.6M Sell
320,484
-75,956
-19% -$2.92M 0.15% 33
2017
Q4 		$13.8M Buy
396,440
+102,388
+35% +$3.48M 0.16% 34
2017
Q3 		$10.4M Buy
294,052
+5,120
+2% +$180K 0.13% 32
2017
Q2 		$10.7M Buy
288,932
+2,885
+1% +$104K 0.17% 33
2017
Q1 		$9.15M Buy
286,047
+13,335
+5% +$451K 0.1% 56
2016
Q4 		$9.56M Buy
272,712
+31,610
+13% +$974K 0.12% 56
2016
Q3 		$6.31M Buy
241,102
+37,755
+19% +$830K 0.07% 66
2016
Q2 		$3.54M Buy
203,347
+9,631
+5% +$183K 0.06% 98
2016
Q1 		$3.33M Buy
+193,716
New +$4M 0.05% 96

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

WCM Investment Management's ADUS Position: Q1 2026 in Review

WCM Investment Management reduced its Addus HomeCare (ADUS) stake by 49% in Q1 2026, selling an estimated $16.5M and leaving 159,754 shares worth $15.1M. The position accounts for 0.03% of the portfolio, ranked #114.

WCM Investment Management first reported a position in ADUS in Q1 2016 and has held it in 41 quarters since. The position peaked at $65.2M in Q3 2024. 298 funds tracked by Wall St. Rank hold ADUS as of Q1 2026.

  • WCM Investment Management held 159,754 shares of Addus HomeCare worth $15.1M as of Q1 2026.
  • WCM Investment Management sold 155,315 Addus HomeCare shares in Q1 2026, an estimated $16.5M.
  • Addus HomeCare made up 0.03% of WCM Investment Management's portfolio in Q1 2026, its #114 holding.
  • WCM Investment Management first reported a position in Addus HomeCare in Q1 2016 and has held it in 41 quarters since.
  • WCM Investment Management's Addus HomeCare position peaked at $65.2M in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.