AHL
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Abel Hall LLC’s Adams Diversified Equity Fund ADX Stock Holding History

Abel Hall LLC’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Hold
11,200
– – 0.05% 502
2026
Q1 		$245K Hold
11,200
– – 0.05% 509
2025
Q4 		$261K Hold
11,200
– – 0.06% 402
2025
Q3 		$250K Hold
11,200
– – 0.1% 213
2025
Q2 		$243K Buy
+11,200
New +$221K 0.11% 197

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Abel Hall LLC's ADX Position: Q2 2026 in Review

Abel Hall LLC held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 11,200 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #502.

Abel Hall LLC first reported a position in ADX in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Abel Hall LLC held 11,200 shares of Adams Diversified Equity Fund worth $286K as of Q2 2026.
  • Abel Hall LLC left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
  • Adams Diversified Equity Fund made up 0.05% of Abel Hall LLC's portfolio in Q2 2026, its #502 holding.
  • Abel Hall LLC first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.