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Blue Trust Inc’s
Adams Natural Resources Fund
PEO
Stock Holding History
Blue Trust Inc’s Portfolio
PEO Stock Details
PEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Hold
0
–
–
–
2496
Other funds holding PEO
Adams Diversified Equity Fund
Baltimore, Maryland
$3.27B AUM
45.57%
1-Year Est. Return
Saba Capital Management
New York
$3.9B AUM
12.9%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Lazard Asset Management
New York
$66.1B AUM
33.53%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$672B AUM
33.48%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$369B AUM
28.27%
1-Year Est. Return
Cohen & Steers
New York
$63.2B AUM
17.15%
1-Year Est. Return
BW
Basepoint Wealth
Cedar Rapids, Iowa
$175M AUM
38.39%
1-Year Est. Return
IFO
Intrepid Family Office
Sarasota, Florida
$135M AUM
35.66%
1-Year Est. Return
Verition Fund Management
Greenwich, Connecticut
$19.7B AUM
39.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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