Armstrong Advisory Group’s Adams Diversified Equity Fund ADX Stock Holding History

Armstrong Advisory Group’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 Q3	$12.8K	Hold	500	–	–	﹤0.01%	667
2026 Q2	$12.8K	Hold	500	–	–	﹤0.01%	675
2026 Q1	$10.9K	Hold	500	–	–	﹤0.01%	672
2025 Q4	$11.7K	Hold	500	–	–	﹤0.01%	653
2025 Q3	$11.2K	Hold	500	–	–	﹤0.01%	658
2025 Q2	$10.9K	Buy	+500	New	+$9.9K	﹤0.01%	651

Other funds holding ADX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Delta Capital Management Red Bank, New Jersey $206M AUM 52.54% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armstrong Advisory Group's ADX Position: Q3 2026 in Review

Armstrong Advisory Group held its Adams Diversified Equity Fund (ADX) position steady in Q3 2026 at 500 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Armstrong Advisory Group first reported a position in ADX in Q2 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Armstrong Advisory Group held 500 shares of Adams Diversified Equity Fund worth $12.8K as of Q3 2026.
Armstrong Advisory Group left its Adams Diversified Equity Fund share count unchanged in Q3 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #667 holding.
Armstrong Advisory Group first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.