BW
ADX icon

Boaz Weinstein’s Adams Diversified Equity Fund ADX Stock Holding History

Boaz Weinstein’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
2025
Q4 		– Sell
-1,339,238
Closed -$29.9M – 352
2025
Q3 		$29.9M Sell
1,339,238
-1,530,915
-53% -$33.4M 0.82% 28
2025
Q2 		$62.3M Sell
2,870,153
-1,592,803
-36% -$31.4M 1.46% 16
2025
Q1 		$84.8M Sell
4,462,956
-965,910
-18% -$19.4M 2.29% 11
2024
Q4 		$110M Sell
5,428,866
-993,832
-15% -$21.2M 2.57% 9
2024
Q3 		$138M Sell
6,422,698
-3,333,048
-34% -$70.9M 2.89% 6
2024
Q2 		$210M Buy
9,755,746
+1,768,679
+22% +$35.3M 3.49% 6
2024
Q1 		$156M Buy
7,987,067
+422,122
+6% +$7.84M 2.67% 6
2023
Q4 		$134M Buy
7,564,945
+796,325
+12% +$13.5M 2.69% 6
2023
Q3 		$113M Buy
6,768,620
+2,371,715
+54% +$40.8M 2.7% 9
2023
Q2 		$73.9M Buy
4,396,905
+1,501,582
+52% +$23.9M 1.92% 9
2023
Q1 		$45M Buy
+2,895,323
New +$44.1M 0.86% 15
2017
Q2 		– Sell
-24,000
Closed -$330K – 105
2017
Q1 		$330K Buy
+24,000
New +$322K 0.03% 85

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boaz Weinstein's ADX Position: Q4 2025 in Review

Boaz Weinstein sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 1,339,238 shares — an estimated $29.9M sold.

Boaz Weinstein first reported a position in ADX in Q1 2017 and held it in 12 quarters. The position peaked at $210M in Q2 2024. 201 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

  • Boaz Weinstein reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Boaz Weinstein sold 1,339,238 Adams Diversified Equity Fund shares in Q4 2025, an estimated $29.9M.
  • Boaz Weinstein first reported a position in Adams Diversified Equity Fund in Q1 2017 and held it in 12 quarters.
  • Boaz Weinstein's Adams Diversified Equity Fund position peaked at $210M in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Saba Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.