Brookstone Capital Management
ADX icon

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
Q3 		$519K Buy
20,202
+7,025
+53% +$182K 0.01% 917
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

Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Brookstone Capital Management's ADX Position: Q3 2026 in Review

Brookstone Capital Management increased its Adams Diversified Equity Fund (ADX) stake by 53% in Q3 2026, buying an estimated $182K and bringing the position to 20,202 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #917.

Brookstone Capital Management first reported a position in ADX in Q4 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Brookstone Capital Management held 20,202 shares of Adams Diversified Equity Fund worth $519K as of Q3 2026.
  • Brookstone Capital Management bought 7,025 Adams Diversified Equity Fund shares in Q3 2026, an estimated $182K.
  • Adams Diversified Equity Fund made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #917 holding.
  • Brookstone Capital Management first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.