Cherry Tree Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Cherry Tree Wealth 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 Q1	–	Sell	-252	Closed	-$5.88K	–	583
2025 Q4	$5.88K	Hold	252	–	–	﹤0.01%	477
2025 Q3	$5.62K	Hold	252	–	–	﹤0.01%	462
2025 Q2	$5.47K	Hold	252	–	–	﹤0.01%	465
2025 Q1	$4.79K	Hold	252	–	–	﹤0.01%	536
2024 Q4	$5.09K	Hold	252	–	–	﹤0.01%	474
2024 Q3	$5.43K	Hold	252	–	–	﹤0.01%	475
2024 Q2	$5.42K	Hold	252	–	–	﹤0.01%	455
2024 Q1	$4.92K	Hold	252	–	–	﹤0.01%	441
2023 Q4	$4.46K	Hold	252	–	–	﹤0.01%	439
2023 Q3	$4.19K	Hold	252	–	–	﹤0.01%	421
2023 Q2	$4.24K	Buy	+252	New	+$4.01K	﹤0.01%	424

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's ADX Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q1 2026, closing a stake of 252 shares — an estimated $5.88K sold.

Cherry Tree Wealth Management first reported a position in ADX in Q2 2023 and held it in 11 quarters. The position peaked at $5.88K in Q4 2025. 200 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Cherry Tree Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 252 Adams Diversified Equity Fund shares in Q1 2026, an estimated $5.88K.
Cherry Tree Wealth Management first reported a position in Adams Diversified Equity Fund in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's Adams Diversified Equity Fund position peaked at $5.88K in Q4 2025.
200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.