Corient Private Wealth
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Corient Private Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Corient Private Wealth’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
2025
Q2 		$1.42M Buy
2025
Q1 		$1.24M Buy
2024
Q4 		$1.12M Buy
2024
Q3 		$530K Buy
2024
Q2 		$521K Sell
2024
Q1 		$473K Hold
2023
Q4 		$429K Buy
2023
Q3 		$387K Buy