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Brookstone Capital Management’s Adams Diversified Equity Fund ADX Stock Holding History

Brookstone Capital Management’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 		$337K Buy
13,177
+1,450
+12% +$35.5K ﹤0.01% 1066
2026
Q1 		$257K Buy
11,727
+800
+7% +$18.4K ﹤0.01% 1078
2025
Q4 		$255K Buy
+10,927
New +$250K ﹤0.01% 1040

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WA
Walsh & Associates Sarasota, Florida $122M AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Brookstone Capital Management's ADX Position: Q2 2026 in Review

Brookstone Capital Management increased its Adams Diversified Equity Fund (ADX) stake by 12% in Q2 2026, buying an estimated $35.5K and bringing the position to 13,177 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Brookstone Capital Management first reported a position in ADX in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Brookstone Capital Management held 13,177 shares of Adams Diversified Equity Fund worth $337K as of Q2 2026.
  • Brookstone Capital Management bought 1,450 Adams Diversified Equity Fund shares in Q2 2026, an estimated $35.5K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1066 holding.
  • Brookstone Capital Management first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.