Focus Partners Wealth
ADX icon

Focus Partners Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Focus Partners 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
Q1 		$2.28M Buy
104,157
+6,555
+7% +$150K ﹤0.01% 1263
2025
Q4 		$2.28M Buy
97,602
+46,342
+90% +$1.06M ﹤0.01% 1269
2025
Q3 		$1.14M Buy
51,260
+2,698
+6% +$58.9K ﹤0.01% 1234
2025
Q2 		$1.05M Hold
48,562
– – ﹤0.01% 1116
2025
Q1 		$922K Buy
48,562
+459
+1% +$9.22K ﹤0.01% 1094
2024
Q4 		$972K Buy
+48,103
New +$1.03M ﹤0.01% 1068

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth's ADX Position: Q1 2026 in Review

Focus Partners Wealth increased its Adams Diversified Equity Fund (ADX) stake by 6.7% in Q1 2026, buying an estimated $150K and bringing the position to 104,157 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Focus Partners Wealth first reported a position in ADX in Q4 2024 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Focus Partners Wealth held 104,157 shares of Adams Diversified Equity Fund worth $2.28M as of Q1 2026.
  • Focus Partners Wealth bought 6,555 Adams Diversified Equity Fund shares in Q1 2026, an estimated $150K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1263 holding.
  • Focus Partners Wealth first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.