Hager Investment Management Services’s Adams Diversified Equity Fund ADX Stock Holding History

Hager Investment Management Services’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	$36.9K	Buy	+1,445	New	+$35.4K	0.02%	162

Other funds holding ADX

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

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Walsh & Associates Sarasota, Florida $122M AUM

Hager Investment Management Services's ADX Position: Q2 2026 in Review

Hager Investment Management Services opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 1,445 shares worth $36.9K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings.

58 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Hager Investment Management Services held 1,445 shares of Adams Diversified Equity Fund worth $36.9K as of Q2 2026.
Adams Diversified Equity Fund was a new Hager Investment Management Services position in Q2 2026.
Adams Diversified Equity Fund made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #162 holding.
58 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.