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

Highline Wealth 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 		– Sell
-550
Closed -$12.3K – 1072
2025
Q3 		$12.3K Buy
+550
New +$12K ﹤0.01% 375

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highline Wealth Partners's ADX Position: Q4 2025 in Review

Highline Wealth Partners sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 550 shares — an estimated $12.3K sold.

Highline Wealth Partners first reported a position in ADX in Q3 2025 and held it in 1 quarter. The position peaked at $12.3K in Q3 2025. 201 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

  • Highline Wealth Partners reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 550 Adams Diversified Equity Fund shares in Q4 2025, an estimated $12.3K.
  • Highline Wealth Partners first reported a position in Adams Diversified Equity Fund in Q3 2025 and held it in 1 quarter.
  • Highline Wealth Partners's Adams Diversified Equity Fund position peaked at $12.3K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.