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Global Retirement Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Global Retirement Partners’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 		$511 Buy
+20
New +$490 ﹤0.01% 4277
2025
Q4 		$174K Buy
+7,453
New +$171K ﹤0.01% 1553

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Cohen & Steers
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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

Global Retirement Partners's ADX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 20 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #4277 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ADX as recently as Q4 2025.

Global Retirement Partners first reported a position in ADX in Q4 2025 and has held it in 2 quarters since. The position peaked at $174K in Q4 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Global Retirement Partners held 20 shares of Adams Diversified Equity Fund worth $511 as of Q2 2026.
  • Adams Diversified Equity Fund was a new Global Retirement Partners position in Q2 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4277 holding.
  • Global Retirement Partners first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's Adams Diversified Equity Fund position peaked at $174K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.