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 Q3	$732K	Sell	28,012 -394	-1%	-$10.2K	0.42%	61
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%	+$7.9K	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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Cannon Advisors's ADX Position: Q3 2026 in Review

Cannon Advisors reduced its Adams Diversified Equity Fund (ADX) stake by 1.4% in Q3 2026, selling an estimated $10.2K and leaving 28,012 shares worth $732K. The position accounts for 0.42% of the portfolio, ranked #61.

Cannon Advisors first reported a position in ADX in Q3 2024 and has held it in 9 quarters since. The position peaked at $742K in Q2 2026. 66 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Cannon Advisors held 28,012 shares of Adams Diversified Equity Fund worth $732K as of Q3 2026.
Cannon Advisors sold 394 Adams Diversified Equity Fund shares in Q3 2026, an estimated $10.2K.
Adams Diversified Equity Fund made up 0.42% of Cannon Advisors's portfolio in Q3 2026, its #61 holding.
Cannon Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 9 quarters since.
Cannon Advisors's Adams Diversified Equity Fund position peaked at $742K in Q2 2026.
66 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Cannon Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.