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
2025 Q4	$174K	Buy	+7,453	New	+$171K	﹤0.01%	1553

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's ADX Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Adams Diversified Equity Fund (ADX) in Q4 2025: 7,453 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings.

200 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

Global Retirement Partners held 7,453 shares of Adams Diversified Equity Fund worth $174K as of Q4 2025.
Adams Diversified Equity Fund was a new Global Retirement Partners position in Q4 2025.
Adams Diversified Equity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1553 holding.
200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.