FFO
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Fortitude Family Office’s Adams Diversified Equity Fund ADX Stock Holding History

Fortitude Family Office’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
Q3 		– Sell
-2,900
Closed -$63K – 1979
2025
Q2 		$63K Buy
+2,900
New +$57.2K 0.02% 216

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SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Fortitude Family Office's ADX Position: Q3 2025 in Review

Fortitude Family Office sold out of Adams Diversified Equity Fund (ADX) in Q3 2025, closing a stake of 2,900 shares — an estimated $63K sold.

Fortitude Family Office first reported a position in ADX in Q2 2025 and held it in 1 quarter. The position peaked at $63K in Q2 2025. 191 funds tracked by Wall St. Rank hold ADX as of Q3 2025.

  • Fortitude Family Office reported no remaining Adams Diversified Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 2,900 Adams Diversified Equity Fund shares in Q3 2025, an estimated $63K.
  • Fortitude Family Office first reported a position in Adams Diversified Equity Fund in Q2 2025 and held it in 1 quarter.
  • Fortitude Family Office's Adams Diversified Equity Fund position peaked at $63K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.