Wellington Management Group
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Wellington Management Group’s Addus HomeCare ADUS Stock Holding History

Wellington Management Group’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
Q2 		$21.3M Sell
212,362
-169,992
-44% -$16.1M ﹤0.01% 1046
2026
Q1 		$35.8M Buy
382,354
+19,673
+5% +$2.09M 0.01% 828
2025
Q4 		$38.9M Sell
362,681
-44,660
-11% -$5.13M 0.01% 809
2025
Q3 		$48.1M Sell
407,341
-10,028
-2% -$1.13M 0.01% 741
2025
Q2 		$48.1M Sell
417,369
-54,566
-12% -$5.9M 0.01% 701
2025
Q1 		$46.7M Buy
471,935
+96,823
+26% +$10.8M 0.01% 703
2024
Q4 		$47M Sell
375,112
-166,338
-31% -$21M 0.01% 727
2024
Q3 		$72M Sell
541,450
-138,934
-20% -$17.5M 0.01% 615
2024
Q2 		$79M Sell
680,384
-21,525
-3% -$2.3M 0.01% 595
2024
Q1 		$72.5M Sell
701,909
-96,526
-12% -$9.02M 0.01% 615
2023
Q4 		$74.1M Buy
798,435
+9,548
+1% +$830K 0.01% 626
2023
Q3 		$67.2M Buy
788,887
+18,872
+2% +$1.68M 0.01% 627
2023
Q2 		$71.4M Buy
770,015
+92,832
+14% +$8.86M 0.01% 630
2023
Q1 		$72.3M Buy
677,183
+26,010
+4% +$2.71M 0.01% 614
2022
Q4 		$64.8M Buy
651,173
+440,195
+209% +$46M 0.01% 617
2022
Q3 		$20.1M Buy
+210,978
New +$19.4M ﹤0.01% 905
2021
Q3 		– Sell
-5,662
Closed -$494K – 2140
2021
Q2 		$494K Sell
5,662
-487,102
-99% -$47.4M ﹤0.01% 1919
2021
Q1 		$51.5M Buy
492,764
+61,824
+14% +$7.04M 0.01% 783
2020
Q4 		$50.5M Buy
430,940
+183,904
+74% +$19M 0.01% 765
2020
Q3 		$23.3M Sell
247,036
-18,296
-7% -$1.71M ﹤0.01% 918
2020
Q2 		$24.6M Sell
265,332
-178
-0.1% -$15.4K 0.01% 884
2020
Q1 		$17.9M Buy
265,510
+9,882
+4% +$855K ﹤0.01% 902
2019
Q4 		$24.9M Buy
+255,628
New +$22.5M 0.01% 929
2018
Q3 		– Sell
-54,404
Closed -$3.12M – 2204
2018
Q2 		$3.12M Sell
54,404
-186,400
-77% -$10.2M ﹤0.01% 1618
2018
Q1 		$11.7M Sell
240,804
-84,500
-26% -$3.24M ﹤0.01% 1235
2017
Q4 		$11.3M Buy
325,304
+16,900
+5% +$574K ﹤0.01% 1231
2017
Q3 		$10.9M Buy
308,404
+86,799
+39% +$3.06M ﹤0.01% 1241
2017
Q2 		$8.24M Sell
221,605
-1,700
-0.8% -$61.1K ﹤0.01% 1275
2017
Q1 		$7.15M Sell
223,305
-43,700
-16% -$1.48M ﹤0.01% 1329
2016
Q4 		$9.36M Sell
267,005
-59,500
-18% -$1.83M ﹤0.01% 1217
2016
Q3 		$8.54M Buy
326,505
+121,174
+59% +$2.66M ﹤0.01% 1231
2016
Q2 		$3.58M Buy
205,331
+23,600
+13% +$449K ﹤0.01% 1453
2016
Q1 		$3.12M Buy
+181,731
New +$3.76M ﹤0.01% 1481
2014
Q4 		– Sell
-19,100
Closed -$374K – 2162
2014
Q3 		$374K Hold
19,100
– – ﹤0.01% 2045
2014
Q2 		$429K Sell
19,100
-11,700
-38% -$263K ﹤0.01% 2009
2014
Q1 		$710K Sell
30,800
-149
-0.5% -$3.71K ﹤0.01% 1903
2013
Q4 		$694K Buy
30,949
+5,900
+24% +$158K ﹤0.01% 1919
2013
Q3 		$725K Buy
+25,049
New +$562K ﹤0.01% 1878

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group's ADUS Position: Q2 2026 in Review

Wellington Management Group reduced its Addus HomeCare (ADUS) stake by 44% in Q2 2026, selling an estimated $16.1M and leaving 212,362 shares worth $21.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Wellington Management Group first reported a position in ADUS in Q3 2013 and has held it in 38 quarters since. The position peaked at $79M in Q2 2024. 302 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Wellington Management Group held 212,362 shares of Addus HomeCare worth $21.3M as of Q2 2026.
  • Wellington Management Group sold 169,992 Addus HomeCare shares in Q2 2026, an estimated $16.1M.
  • Addus HomeCare made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1046 holding.
  • Wellington Management Group first reported a position in Addus HomeCare in Q3 2013 and has held it in 38 quarters since.
  • Wellington Management Group's Addus HomeCare position peaked at $79M in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.