Evelyn Partners Investment Management Services’s Adams Diversified Equity Fund ADX Stock Holding History

Evelyn Partners Investment Management Services’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 Q4	–	Sell	-195	Closed	-$4.35K	–	264
2025 Q3	$4.35K	Hold	195	–	–	﹤0.01%	251
2025 Q2	$4.23K	Hold	195	–	–	﹤0.01%	244
2025 Q1	$3.7K	Hold	195	–	–	﹤0.01%	247
2024 Q4	$3.94K	Buy	+195	New	+$4.16K	﹤0.01%	249

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evelyn Partners Investment Management Services's ADX Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 195 shares — an estimated $4.35K sold.

Evelyn Partners Investment Management Services first reported a position in ADX in Q4 2024 and held it in 4 quarters. The position peaked at $4.35K in Q3 2025. 200 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

Evelyn Partners Investment Management Services reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 195 Adams Diversified Equity Fund shares in Q4 2025, an estimated $4.35K.
Evelyn Partners Investment Management Services first reported a position in Adams Diversified Equity Fund in Q4 2024 and held it in 4 quarters.
Evelyn Partners Investment Management Services's Adams Diversified Equity Fund position peaked at $4.35K in Q3 2025.
200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.