Advisory Advocates’s Adams Diversified Equity Fund ADX Stock Holding History

Advisory Advocates’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	$2.18M	Buy	85,508 +8,490	+11%	+$208K	1.87%	6
2026 Q1	$1.69M	Buy	77,018 +21,598	+39%	+$496K	1.72%	8
2025 Q4	$1.29M	Buy	+55,420	New	+$1.27M	1.29%	13

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Advisory Advocates's ADX Position: Q2 2026 in Review

Advisory Advocates increased its Adams Diversified Equity Fund (ADX) stake by 11% in Q2 2026, buying an estimated $208K and bringing the position to 85,508 shares worth $2.18M. The position accounts for 1.87% of the portfolio, ranked #6.

Advisory Advocates first reported a position in ADX in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Advisory Advocates held 85,508 shares of Adams Diversified Equity Fund worth $2.18M as of Q2 2026.
Advisory Advocates bought 8,490 Adams Diversified Equity Fund shares in Q2 2026, an estimated $208K.
Adams Diversified Equity Fund made up 1.87% of Advisory Advocates's portfolio in Q2 2026, its #6 holding.
Advisory Advocates first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 3 quarters since.
205 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.