Evermay Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Evermay Wealth 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
2026 Q3	$310K	Buy	+12,068	New	+$312K	0.03%	160

Other funds holding ADX

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Evermay Wealth Management's ADX Position: Q3 2026 in Review

Evermay Wealth Management opened a new position in Adams Diversified Equity Fund (ADX) in Q3 2026: 12,068 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings.

180 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Evermay Wealth Management held 12,068 shares of Adams Diversified Equity Fund worth $310K as of Q3 2026.
Adams Diversified Equity Fund was a new Evermay Wealth Management position in Q3 2026.
Adams Diversified Equity Fund made up 0.03% of Evermay Wealth Management's portfolio in Q3 2026, its #160 holding.
180 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.