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Financial Consulate’s Adams Diversified Equity Fund ADX Stock Holding History

Financial Consulate’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 		$200K Buy
7,808
+146
+2% +$3.58K 0.02% 152
2026
Q1 		$168K Sell
7,662
-4,728
-38% -$109K 0.02% 165
2025
Q4 		$289K Buy
12,390
+148
+1% +$3.39K 0.04% 122
2025
Q3 		$273K Buy
+12,242
New +$267K 0.04% 135

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

Financial Consulate's ADX Position: Q2 2026 in Review

Financial Consulate increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q2 2026, buying an estimated $3.58K and bringing the position to 7,808 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #152.

Financial Consulate first reported a position in ADX in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Financial Consulate held 7,808 shares of Adams Diversified Equity Fund worth $200K as of Q2 2026.
  • Financial Consulate bought 146 Adams Diversified Equity Fund shares in Q2 2026, an estimated $3.58K.
  • Adams Diversified Equity Fund made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #152 holding.
  • Financial Consulate first reported a position in Adams Diversified Equity Fund in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Adams Diversified Equity Fund position peaked at $289K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.