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Ancora Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Ancora Advisors’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
Q1 		$1.18M Sell
53,896
-4,647
-8% -$107K 0.03% 370
2025
Q4 		$1.37M Sell
58,543
-1,601
-3% -$36.7K 0.03% 352
2025
Q3 		$1.34M Sell
60,144
-2,534
-4% -$55.3K 0.03% 365
2025
Q2 		$1.36M Sell
62,678
-1,032
-2% -$20.3K 0.03% 354
2025
Q1 		$1.21M Sell
63,710
-1,830
-3% -$36.8K 0.03% 356
2024
Q4 		$1.32M Sell
65,540
-693
-1% -$14.8K 0.03% 347
2024
Q3 		$1.43M Sell
66,233
-27,373
-29% -$582K 0.03% 327
2024
Q2 		$2.01M Sell
93,606
-1,500
-2% -$29.9K 0.05% 267
2024
Q1 		$1.86M Sell
95,106
-4,090
-4% -$76K 0.04% 284
2023
Q4 		$1.76M Sell
99,196
-1,400
-1% -$23.8K 0.04% 290
2023
Q3 		$1.67M Sell
100,596
-13,751
-12% -$236K 0.04% 278
2023
Q2 		$1.92M Sell
114,347
-24,320
-18% -$387K 0.05% 253
2023
Q1 		$2.16M Sell
138,667
-370
-0.3% -$5.63K 0.06% 234
2022
Q4 		$2.02M Sell
139,037
-403
-0.3% -$6.1K 0.06% 254
2022
Q3 		$2.03M Buy
139,440
+6,701
+5% +$108K 0.06% 238
2022
Q2 		$2.04M Buy
132,739
+25,924
+24% +$430K 0.06% 252
2022
Q1 		$1.97M Buy
106,815
+13,373
+14% +$243K 0.05% 279
2021
Q4 		$1.81M Sell
93,442
-365
-0.4% -$7.34K 0.04% 295
2021
Q3 		$1.86M Sell
93,807
-1,672
-2% -$33.9K 0.05% 281
2021
Q2 		$1.89M Sell
95,479
-18,900
-17% -$363K 0.05% 287
2021
Q1 		$2.09M Sell
114,379
-26,300
-19% -$467K 0.06% 262
2020
Q4 		$2.43M Buy
140,679
+9,700
+7% +$163K 0.08% 235
2020
Q3 		$2.12M Buy
130,979
+110,000
+524% +$1.76M 0.08% 215
2020
Q2 		$313K Sell
20,979
-21,252
-50% -$302K 0.01% 518
2020
Q1 		$532K Sell
42,231
-3,000
-7% -$44.6K 0.02% 448
2019
Q4 		$713K Hold
45,231
– – 0.03% 443
2019
Q3 		$717K Buy
+45,231
New +$709K 0.03% 391
2018
Q4 		– Sell
-94,560
Closed -$1.58M – 606
2018
Q3 		$1.58M Sell
94,560
-10,750
-10% -$174K 0.06% 270
2018
Q2 		$1.62M Sell
105,310
-6,210
-6% -$94.3K 0.07% 253
2018
Q1 		$1.65M Buy
+111,520
New +$1.71M 0.07% 255
2017
Q4 		– Sell
-125,283
Closed -$1.91M – 632
2017
Q3 		$1.91M Buy
125,283
+3,776
+3% +$55.7K 0.11% 219
2017
Q2 		$1.74M Hold
121,507
– – 0.11% 217
2017
Q1 		$1.67M Buy
121,507
+21,662
+22% +$290K 0.11% 220
2016
Q4 		$1.27M Hold
99,845
– – 0.09% 249
2016
Q3 		$1.31M Hold
99,845
– – 0.13% 187
2016
Q2 		$1.26M Hold
99,845
– – 0.15% 182
2016
Q1 		$1.26M Hold
99,845
– – 0.16% 172
2015
Q4 		$1.28M Buy
99,845
+43
+0% +$567 0.16% 160
2015
Q3 		$1.27M Sell
99,802
-2,817
-3% -$38.3K 0.16% 161
2015
Q2 		$1.43M Buy
+102,619
New +$1.45M 0.17% 164
2015
Q1 		– Sell
-124,756
Closed -$1.73M – 135
2014
Q4 		$1.71M Buy
124,756
+3,301
+3% +$45.7K 0.21% 125
2014
Q3 		$1.69M Buy
121,455
+4,130
+4% +$57.6K 0.22% 128
2014
Q2 		$1.61M Buy
117,325
+25,870
+28% +$344K 0.21% 129
2014
Q1 		$1.19M Hold
91,455
– – 0.17% 158
2013
Q4 		$1.2M Sell
91,455
-55
-0.1% -$701 0.18% 149
2013
Q3 		$1.13M Hold
91,510
– – 0.19% 136
2013
Q2 		$1.09M Buy
+91,510
New +$1.09M 0.19% 138

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's ADX Position: Q1 2026 in Review

Ancora Advisors reduced its Adams Diversified Equity Fund (ADX) stake by 7.9% in Q1 2026, selling an estimated $107K and leaving 53,896 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #370.

Ancora Advisors first reported a position in ADX in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.43M in Q4 2020. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Ancora Advisors held 53,896 shares of Adams Diversified Equity Fund worth $1.18M as of Q1 2026.
  • Ancora Advisors sold 4,647 Adams Diversified Equity Fund shares in Q1 2026, an estimated $107K.
  • Adams Diversified Equity Fund made up 0.03% of Ancora Advisors's portfolio in Q1 2026, its #370 holding.
  • Ancora Advisors first reported a position in Adams Diversified Equity Fund in Q2 2013 and has held it in 47 quarters since.
  • Ancora Advisors's Adams Diversified Equity Fund position peaked at $2.43M in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.