Atwood & Palmer’s Adams Diversified Equity Fund ADX Stock Holding History

Atwood & Palmer’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	$27K	Hold	1,057	–	–	﹤0.01%	299
2026 Q1	$23.1K	Hold	1,057	–	–	﹤0.01%	311
2025 Q4	$24.6K	Hold	1,057	–	–	﹤0.01%	305
2025 Q3	$23.6K	Hold	1,057	–	–	﹤0.01%	321
2025 Q2	$22.9K	Hold	1,057	–	–	﹤0.01%	312
2025 Q1	$20.1K	Hold	1,057	–	–	﹤0.01%	290
2024 Q4	$21.4K	Hold	1,057	–	–	﹤0.01%	282
2024 Q3	$22.8K	Hold	1,057	–	–	﹤0.01%	281
2024 Q2	$22.7K	Hold	1,057	–	–	﹤0.01%	288
2024 Q1	$20.6K	Hold	1,057	–	–	﹤0.01%	277
2023 Q4	$18.7K	Hold	1,057	–	–	﹤0.01%	285
2023 Q3	$17.6K	Hold	1,057	–	–	﹤0.01%	277
2023 Q2	$17.8K	Hold	1,057	–	–	﹤0.01%	285
2023 Q1	$16.4K	Hold	1,057	–	–	﹤0.01%	277
2022 Q4	$15.4K	Hold	1,057	–	–	﹤0.01%	300
2022 Q3	$15K	Hold	1,057	–	–	﹤0.01%	286
2022 Q2	$16K	Hold	1,057	–	–	﹤0.01%	303
2022 Q1	$19K	Hold	1,057	–	–	﹤0.01%	315
2021 Q4	$21K	Hold	1,057	–	–	﹤0.01%	314
2021 Q3	$21K	Hold	1,057	–	–	﹤0.01%	297
2021 Q2	$21K	Hold	1,057	–	–	﹤0.01%	286
2021 Q1	$19K	Hold	1,057	–	–	﹤0.01%	300
2020 Q4	$18K	Hold	1,057	–	–	﹤0.01%	284
2020 Q3	$17K	Hold	1,057	–	–	﹤0.01%	239
2020 Q2	$16K	Hold	1,057	–	–	﹤0.01%	235
2020 Q1	$13K	Hold	1,057	–	–	﹤0.01%	241
2019 Q4	$17K	Hold	1,057	–	–	﹤0.01%	228
2019 Q3	$17K	Hold	1,057	–	–	﹤0.01%	236
2019 Q2	$16K	Hold	1,057	–	–	﹤0.01%	233
2019 Q1	$15K	Hold	1,057	–	–	﹤0.01%	232
2018 Q4	$13K	Hold	1,057	–	–	﹤0.01%	236
2018 Q3	$18K	Hold	1,057	–	–	﹤0.01%	239
2018 Q2	$16K	Hold	1,057	–	–	﹤0.01%	244
2018 Q1	$16K	Hold	1,057	–	–	﹤0.01%	237
2017 Q4	$16K	Hold	1,057	–	–	﹤0.01%	236
2017 Q3	$16K	Hold	1,057	–	–	﹤0.01%	236
2017 Q2	$15K	Hold	1,057	–	–	﹤0.01%	244
2017 Q1	$15K	Hold	1,057	–	–	﹤0.01%	233
2016 Q4	$13K	Hold	1,057	–	–	﹤0.01%	248
2016 Q3	$14K	Hold	1,057	–	–	﹤0.01%	241
2016 Q2	$13K	Hold	1,057	–	–	﹤0.01%	244
2016 Q1	$13K	Hold	1,057	–	–	﹤0.01%	251
2015 Q4	$14K	Hold	1,057	–	–	﹤0.01%	295
2015 Q3	$13K	Hold	1,057	–	–	﹤0.01%	305
2015 Q2	$15K	Hold	1,057	–	–	﹤0.01%	266
2015 Q1	$15K	Hold	1,057	–	–	﹤0.01%	251
2014 Q4	$15K	Hold	1,057	–	–	﹤0.01%	269
2014 Q3	$15K	Hold	1,057	–	–	﹤0.01%	272
2014 Q2	$15K	Buy	+1,057	New	+$14K	﹤0.01%	247

Other funds holding ADX

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Atwood & Palmer's ADX Position: Q2 2026 in Review

Atwood & Palmer held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 1,057 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Atwood & Palmer first reported a position in ADX in Q2 2014 and has held it in 49 quarters since. 82 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Atwood & Palmer held 1,057 shares of Adams Diversified Equity Fund worth $27K as of Q2 2026.
Atwood & Palmer left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #299 holding.
Atwood & Palmer first reported a position in Adams Diversified Equity Fund in Q2 2014 and has held it in 49 quarters since.
82 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.