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Atria Wealth Solutions’s Adams Diversified Equity Fund ADX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$538K Sell
24,707
-16,842
-41% -$332K 0.01% 886
2025
Q1 		$789K Buy
41,549
+6,030
+17% +$121K 0.01% 975
2024
Q4 		$717K Buy
35,519
+608
+2% +$13K 0.01% 1065
2024
Q3 		$753K Sell
34,911
-927
-3% -$19.7K 0.01% 1038
2024
Q2 		$770K Sell
35,838
-189
-0.5% -$3.77K 0.01% 1017
2024
Q1 		$703K Sell
36,027
-289
-0.8% -$5.37K 0.01% 1075
2023
Q4 		$643K Buy
36,316
+618
+2% +$10.5K 0.01% 1085
2023
Q3 		$594K Sell
35,698
-569
-2% -$9.79K 0.01% 1052
2023
Q2 		$610K Sell
36,267
-1,317
-4% -$20.9K 0.01% 1063
2023
Q1 		$584K Sell
37,584
-6,631
-15% -$101K 0.01% 1038
2022
Q4 		$643K Buy
44,215
+1,413
+3% +$21.4K 0.01% 962
2022
Q3 		$624K Buy
42,802
+20,866
+95% +$336K 0.01% 912
2022
Q2 		$336K Sell
21,936
-18,514
-46% -$307K 0.01% 1148
2022
Q1 		$746K Buy
+40,450
New +$736K 0.01% 852

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

Atria Wealth Solutions's ADX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Adams Diversified Equity Fund (ADX) stake by 41% in Q2 2025, selling an estimated $332K and leaving 24,707 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #886.

Atria Wealth Solutions first reported a position in ADX in Q1 2022 and has held it in 14 quarters since. The position peaked at $789K in Q1 2025. 189 funds tracked by Wall St. Rank hold ADX as of Q2 2025.

  • Atria Wealth Solutions held 24,707 shares of Adams Diversified Equity Fund worth $538K as of Q2 2025.
  • Atria Wealth Solutions sold 16,842 Adams Diversified Equity Fund shares in Q2 2025, an estimated $332K.
  • Adams Diversified Equity Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #886 holding.
  • Atria Wealth Solutions first reported a position in Adams Diversified Equity Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Adams Diversified Equity Fund position peaked at $789K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.