Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$752K Sell
34,342
-6,213
-15% -$143K ﹤0.01% 2424
2025
Q4 		$946K Buy
40,555
+1,210
+3% +$27.7K ﹤0.01% 2139
2025
Q3 		$877K Sell
39,345
-2,427
-6% -$53K ﹤0.01% 2148
2025
Q2 		$907K Sell
41,772
-2,409
-5% -$47.5K ﹤0.01% 2030
2025
Q1 		$839K Buy
44,181
+22,508
+104% +$452K ﹤0.01% 2004
2024
Q4 		$438K Buy
21,673
+1,047
+5% +$22.3K ﹤0.01% 2536
2024
Q3 		$445K Sell
20,626
-117
-0.6% -$2.49K ﹤0.01% 2497
2024
Q2 		$446K Sell
20,743
-4,285
-17% -$85.4K ﹤0.01% 2387
2024
Q1 		$489K Sell
25,028
-3,494
-12% -$64.9K ﹤0.01% 2293
2023
Q4 		$505K Buy
28,522
+584
+2% +$9.92K ﹤0.01% 2167
2023
Q3 		$465K Buy
27,938
+7
+0% +$120 ﹤0.01% 2138
2023
Q2 		$470K Sell
27,931
-2,266
-8% -$36K ﹤0.01% 2180
2023
Q1 		$470K Sell
30,197
-763
-2% -$11.6K ﹤0.01% 2130
2022
Q4 		$450K Buy
30,960
+5,322
+21% +$80.6K ﹤0.01% 2097
2022
Q3 		$374K Buy
25,638
+776
+3% +$12.5K ﹤0.01% 2178
2022
Q2 		$381K Buy
24,862
+567
+2% +$9.42K ﹤0.01% 2168
2022
Q1 		$448K Sell
24,295
-9,187
-27% -$167K ﹤0.01% 2202
2021
Q4 		$650K Buy
33,482
+2,029
+6% +$40.8K ﹤0.01% 1898
2021
Q3 		$623K Buy
31,453
+3,748
+14% +$75.9K ﹤0.01% 1877
2021
Q2 		$548K Buy
+27,705
New +$532K ﹤0.01% 1975
2020
Q3 		– Sell
-24,728
Closed -$369K – 2516
2020
Q2 		$369K Buy
24,728
+415
+2% +$5.9K ﹤0.01% 1727
2020
Q1 		$306K Sell
24,313
-4,197
-15% -$62.5K ﹤0.01% 1669
2019
Q4 		$450K Sell
28,510
-709
-2% -$11.3K ﹤0.01% 1649
2019
Q3 		$463K Sell
29,219
-17,602
-38% -$276K ﹤0.01% 1553
2019
Q2 		$724K Buy
46,821
+753
+2% +$11.3K 0.01% 1223
2019
Q1 		$665K Buy
46,068
+17,302
+60% +$239K 0.01% 1293
2018
Q4 		$363K Sell
28,766
-2,632
-8% -$38.7K ﹤0.01% 1523
2018
Q3 		$523K Sell
31,398
-757
-2% -$12.2K 0.01% 1415
2018
Q2 		$496K Sell
32,155
-169
-0.5% -$2.57K 0.01% 1400
2018
Q1 		$477K Sell
32,324
-118,659
-79% -$1.82M 0.01% 1374
2017
Q4 		$2.27M Buy
150,983
+25,022
+20% +$382K 0.03% 547
2017
Q3 		$1.92M Buy
125,961
+22,751
+22% +$335K 0.03% 553
2017
Q2 		$1.48M Buy
+103,210
New +$1.46M 0.02% 630
2016
Q4 		– Sell
-24,116
Closed -$317K – 1673
2016
Q3 		$317K Buy
+24,116
New +$315K 0.01% 1267
2016
Q2 		– Sell
-131,143
Closed -$1.66M – 1565
2016
Q1 		$1.66M Buy
131,143
+94,698
+260% +$1.14M 0.04% 405
2015
Q4 		$468K Buy
+36,445
New +$480K 0.01% 876
2015
Q3 		– Sell
-15,277
Closed -$213K – 1443
2015
Q2 		$213K Buy
15,277
+2,689
+21% +$38K 0.01% 1253
2015
Q1 		$176K Sell
12,588
-7,539
-37% -$104K 0.01% 1274
2014
Q4 		$275K Buy
20,127
+253
+1% +$3.5K 0.01% 1052
2014
Q3 		$277K Sell
19,874
-1,970
-9% -$27.5K 0.01% 1133
2014
Q2 		$300K Buy
21,844
+1,495
+7% +$19.9K 0.01% 1006
2014
Q1 		$264K Buy
20,349
+975
+5% +$12.5K 0.01% 1013
2013
Q4 		$253K Buy
19,374
+1,393
+8% +$17.8K 0.01% 962
2013
Q3 		$223K Buy
17,981
+7,198
+67% +$88.5K 0.01% 981
2013
Q2 		$129K Buy
+10,783
New +$129K 0.01% 1029

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's ADX Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Adams Diversified Equity Fund (ADX) stake by 15% in Q1 2026, selling an estimated $143K and leaving 34,342 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Cambridge Investment Research Advisors first reported a position in ADX in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.27M in Q4 2017. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Cambridge Investment Research Advisors held 34,342 shares of Adams Diversified Equity Fund worth $752K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 6,213 Adams Diversified Equity Fund shares in Q1 2026, an estimated $143K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2424 holding.
  • Cambridge Investment Research Advisors first reported a position in Adams Diversified Equity Fund in Q2 2013 and has held it in 45 quarters since.
  • Cambridge Investment Research Advisors's Adams Diversified Equity Fund position peaked at $2.27M in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.