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EP Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

EP Wealth 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
Q1 		$444K Buy
20,274
+1,122
+6% +$25.8K ﹤0.01% 954
2025
Q4 		$447K Buy
+19,152
New +$439K ﹤0.01% 938
2025
Q2 		$401K Buy
+18,455
New +$364K ﹤0.01% 879

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's ADX Position: Q1 2026 in Review

EP Wealth Advisors increased its Adams Diversified Equity Fund (ADX) stake by 5.9% in Q1 2026, buying an estimated $25.8K and bringing the position to 20,274 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

EP Wealth Advisors first reported a position in ADX in Q2 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • EP Wealth Advisors held 20,274 shares of Adams Diversified Equity Fund worth $444K as of Q1 2026.
  • EP Wealth Advisors bought 1,122 Adams Diversified Equity Fund shares in Q1 2026, an estimated $25.8K.
  • Adams Diversified Equity Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #954 holding.
  • EP Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Adams Diversified Equity Fund position peaked at $447K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.