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Essential Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Essential Partners’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
-2
Closed -$47 – 2850
2025
Q4 		$47 Buy
+2
New +$46 ﹤0.01% 2641

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Cohen & Steers
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B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essential Partners's ADX Position: Q1 2026 in Review

Essential Partners sold out of Adams Diversified Equity Fund (ADX) in Q1 2026, closing a stake of 2 shares — an estimated $47 sold.

Essential Partners first reported a position in ADX in Q4 2025 and held it in 1 quarter. The position peaked at $47 in Q4 2025. 200 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Essential Partners reported no remaining Adams Diversified Equity Fund position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 2 Adams Diversified Equity Fund shares in Q1 2026, an estimated $47.
  • Essential Partners first reported a position in Adams Diversified Equity Fund in Q4 2025 and held it in 1 quarter.
  • Essential Partners's Adams Diversified Equity Fund position peaked at $47 in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.