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Cannon Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Cannon 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
Q2 		$742K Buy
28,406
+6,521
+30% +$160K 0.45% 51
2026
Q1 		$479K Sell
21,885
-1,023
-4% -$23.5K 0.36% 53
2025
Q4 		$529K Sell
22,908
-2,422
-10% -$55.5K 0.37% 47
2025
Q3 		$578K Buy
25,330
+168
+0.7% +$3.67K 0.39% 47
2025
Q2 		$547K Buy
25,162
+949
+4% +$18.7K 0.44% 43
2025
Q1 		$460K Buy
24,213
+393
+2% +$7.89K 0.42% 40
2024
Q4 		$481K Buy
23,820
+1,406
+6% +$30K 0.41% 38
2024
Q3 		$479K Buy
+22,414
New +$477K 0.39% 42

Other funds holding ADX

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
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
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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cannon Advisors's ADX Position: Q2 2026 in Review

Cannon Advisors increased its Adams Diversified Equity Fund (ADX) stake by 30% in Q2 2026, buying an estimated $160K and bringing the position to 28,406 shares worth $742K. The position accounts for 0.45% of the portfolio, ranked #51.

Cannon Advisors first reported a position in ADX in Q3 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Cannon Advisors held 28,406 shares of Adams Diversified Equity Fund worth $742K as of Q2 2026.
  • Cannon Advisors bought 6,521 Adams Diversified Equity Fund shares in Q2 2026, an estimated $160K.
  • Adams Diversified Equity Fund made up 0.45% of Cannon Advisors's portfolio in Q2 2026, its #51 holding.
  • Cannon Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.