DWP
ADAM

Destiny Wealth Partners’s Adamas Trust ADAM Stock Holding History

Destiny Wealth Partners’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,045
Closed -$15.1K – 797
2026
Q1 		$15.1K Buy
+2,045
New +$16.3K ﹤0.01% 815

Other funds holding ADAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Destiny Wealth Partners's ADAM Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Adamas Trust (ADAM) in Q2 2026, closing a stake of 2,045 shares — an estimated $15.1K sold.

Destiny Wealth Partners first reported a position in ADAM in Q1 2026 and held it in 1 quarter. The position peaked at $15.1K in Q1 2026. 207 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Adamas Trust position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,045 Adamas Trust shares in Q2 2026, an estimated $15.1K.
  • Destiny Wealth Partners first reported a position in Adamas Trust in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's Adamas Trust position peaked at $15.1K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.