Envestnet Asset Management
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Envestnet Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Envestnet Asset 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
2025
Q2 		$692K Buy
2025
Q1 		$605K Buy
2024
Q4 		$464K Buy
2024
Q1 		– Sell
2023
Q4 		$421K Buy
2018
Q4 		– Sell
2018
Q3 		$226K Buy