BWA
ADAM

Basecamp Wealth Advisors’s Adamas Trust ADAM Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$11K Buy
1,173
+28
+2% +$241 ﹤0.01% 983
2026
Q1 		$8.43K Sell
1,145
-33
-3% -$263 ﹤0.01% 1064
2025
Q4 		$8.6K Buy
+1,178
New +$8.36K ﹤0.01% 1012

Other funds holding ADAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Basecamp Wealth Advisors's ADAM Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Adamas Trust (ADAM) stake by 2.4% in Q2 2026, buying an estimated $241 and bringing the position to 1,173 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Basecamp Wealth Advisors first reported a position in ADAM in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Basecamp Wealth Advisors held 1,173 shares of Adamas Trust worth $11K as of Q2 2026.
  • Basecamp Wealth Advisors bought 28 Adamas Trust shares in Q2 2026, an estimated $241.
  • Adamas Trust made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #983 holding.
  • Basecamp Wealth Advisors first reported a position in Adamas Trust in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.