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Evolve Private Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Evolve Private Wealth’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
Q2 		$2.02M Sell
78,995
-3,418
-4% -$83.8K 0.12% 150
2026
Q1 		$1.8M Sell
82,413
-389
-0.5% -$8.93K 0.1% 205
2025
Q4 		$1.93M Buy
+82,802
New +$1.9M 0.11% 168

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Evolve Private Wealth's ADX Position: Q2 2026 in Review

Evolve Private Wealth reduced its Adams Diversified Equity Fund (ADX) stake by 4.1% in Q2 2026, selling an estimated $83.8K and leaving 78,995 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #150.

Evolve Private Wealth first reported a position in ADX in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Evolve Private Wealth held 78,995 shares of Adams Diversified Equity Fund worth $2.02M as of Q2 2026.
  • Evolve Private Wealth sold 3,418 Adams Diversified Equity Fund shares in Q2 2026, an estimated $83.8K.
  • Adams Diversified Equity Fund made up 0.12% of Evolve Private Wealth's portfolio in Q2 2026, its #150 holding.
  • Evolve Private Wealth first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.