Atwood & Palmer
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Atwood & Palmer’s Adamas Trust ADAM Stock Holding History

Atwood & Palmer’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 		$31.1K Hold
4,000
– – ﹤0.01% 306
2026
Q2 		$37.5K Hold
4,000
– – ﹤0.01% 272
2026
Q1 		$29.4K Hold
4,000
– – ﹤0.01% 291
2025
Q4 		$29.2K Hold
4,000
– – ﹤0.01% 285
2025
Q3 		$27.9K Buy
+4,000
New +$27.8K ﹤0.01% 299

Other funds holding ADAM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Atwood & Palmer's ADAM Position: Q3 2026 in Review

Atwood & Palmer held its Adamas Trust (ADAM) position steady in Q3 2026 at 4,000 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Atwood & Palmer first reported a position in ADAM in Q3 2025 and has held it in 5 quarters since. The position peaked at $37.5K in Q2 2026. 117 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • Atwood & Palmer held 4,000 shares of Adamas Trust worth $31.1K as of Q3 2026.
  • Atwood & Palmer left its Adamas Trust share count unchanged in Q3 2026.
  • Adamas Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #306 holding.
  • Atwood & Palmer first reported a position in Adamas Trust in Q3 2025 and has held it in 5 quarters since.
  • Atwood & Palmer's Adamas Trust position peaked at $37.5K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.