Able Wealth Management
ADAM icon

Able Wealth Management’s Adamas Trust ADAM Stock Holding History

Able Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-15,034
Closed -$141K – 222
2026
Q2 		$141K Buy
+15,034
New +$129K 0.03% 166

Other funds holding ADAM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Able Wealth Management's ADAM Position: Q3 2026 in Review

Able Wealth Management sold out of Adamas Trust (ADAM) in Q3 2026, closing a stake of 15,034 shares — an estimated $141K sold.

Able Wealth Management first reported a position in ADAM in Q2 2026 and held it in 1 quarter. The position peaked at $141K in Q2 2026. 38 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • Able Wealth Management reported no remaining Adamas Trust position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 15,034 Adamas Trust shares in Q3 2026, an estimated $141K.
  • Able Wealth Management first reported a position in Adamas Trust in Q2 2026 and held it in 1 quarter.
  • Able Wealth Management's Adamas Trust position peaked at $141K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.