Bessemer Group’s Adams Diversified Equity Fund ADX Stock Holding History

Bessemer 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	–	Sell	-11,530	Closed	-$295K	–	2527
2026 Q2	$295K	Buy	+11,530	New	+$283K	﹤0.01%	1306
2022 Q4	–	Sell	-1,536	Closed	-$22K	–	1846
2022 Q3	$22K	Buy	+1,536	New	+$24.8K	﹤0.01%	1340
2022 Q2	–	Sell	-2,280	Closed	-$42K	–	1858
2022 Q1	$42K	Buy	2,280 +2,004	+726%	+$36.5K	﹤0.01%	1111
2021 Q4	$5K	Buy	+276	New	+$5.55K	﹤0.01%	1556

Other funds holding ADX

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

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

Bessemer Group's ADX Position: Q3 2026 in Review

Bessemer Group sold out of Adams Diversified Equity Fund (ADX) in Q3 2026, closing a stake of 11,530 shares — an estimated $295K sold.

Bessemer Group first reported a position in ADX in Q4 2021 and held it in 4 quarters. The position peaked at $295K in Q2 2026. 133 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Bessemer Group reported no remaining Adams Diversified Equity Fund position as of Q3 2026 after selling out during the quarter.
Bessemer Group sold 11,530 Adams Diversified Equity Fund shares in Q3 2026, an estimated $295K.
Bessemer Group first reported a position in Adams Diversified Equity Fund in Q4 2021 and held it in 4 quarters.
Bessemer Group's Adams Diversified Equity Fund position peaked at $295K in Q2 2026.
133 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.