HighTower Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

HighTower Advisors’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	$1.63M	Sell	63,930 -342	-0.5%	-$8.38K	﹤0.01%	1899
2026 Q1	$1.41M	Sell	64,272 -647	-1%	-$14.9K	﹤0.01%	1952
2025 Q4	$1.51M	Buy	64,919 +1,681	+3%	+$38.5K	﹤0.01%	1836
2025 Q3	$1.41M	Buy	63,238 +1,214	+2%	+$26.5K	﹤0.01%	1864
2025 Q2	$1.35M	Buy	62,024 +38,728	+166%	+$763K	﹤0.01%	1814
2025 Q1	$442K	Sell	23,296 -3,050	-12%	-$61.3K	﹤0.01%	2567
2024 Q4	$532K	Hold	26,346	–	–	﹤0.01%	2432
2024 Q3	$568K	Hold	26,346	–	–	﹤0.01%	2303
2024 Q2	$566K	Hold	26,346	–	–	﹤0.01%	2229
2024 Q1	$515K	Sell	26,346 -432	-2%	-$8.03K	﹤0.01%	2262
2023 Q4	$475K	Buy	26,778 +225	+0.8%	+$3.82K	﹤0.01%	2360
2023 Q3	$440K	Sell	26,553 -3,163	-11%	-$54.4K	﹤0.01%	2318
2023 Q2	$499K	Sell	29,716 -37,474	-56%	-$596K	﹤0.01%	2201
2023 Q1	$1.04M	Sell	67,190 -4,866	-7%	-$74.1K	﹤0.01%	1645
2022 Q4	$1.04M	Buy	72,056 +1,491	+2%	+$22.6K	﹤0.01%	1654
2022 Q3	$1.03M	Buy	70,565 +4,709	+7%	+$75.9K	﹤0.01%	1590
2022 Q2	$1.01M	Buy	65,856 +3,262	+5%	+$54.2K	﹤0.01%	1622
2022 Q1	$1.15M	Buy	62,594 +10,103	+19%	+$184K	﹤0.01%	1677
2021 Q4	$1.02M	Buy	52,491 +292	+0.6%	+$5.87K	﹤0.01%	1752
2021 Q3	$1.03M	Buy	52,199 +275	+0.5%	+$5.57K	﹤0.01%	1630
2021 Q2	$1.02M	Sell	51,924 -4,493	-8%	-$86.3K	﹤0.01%	1621
2021 Q1	$1.03M	Buy	56,417 +2,663	+5%	+$47.3K	﹤0.01%	1547
2020 Q4	$931K	Sell	53,754 -922	-2%	-$15.5K	﹤0.01%	1300
2020 Q3	$884K	Buy	54,676 +5,756	+12%	+$92K	﹤0.01%	1274
2020 Q2	$726K	Sell	48,920 -415	-0.8%	-$5.9K	﹤0.01%	1271
2020 Q1	$622K	Buy	+49,335	New	+$734K	﹤0.01%	1232
2019 Q4	–	Sell	-47,821	Closed	-$760K	–	2290
2019 Q3	$760K	Sell	47,821 -5,715	-11%	-$89.6K	﹤0.01%	1314
2019 Q2	$828K	Sell	53,536 -1,456	-3%	-$21.8K	﹤0.01%	1279
2019 Q1	$791K	Sell	54,992 -1,998	-4%	-$27.6K	0.01%	1236
2018 Q4	$719K	Sell	56,990 -2,450	-4%	-$36K	0.01%	1182
2018 Q3	$996K	Buy	59,440 +49	+0.1%	+$792	0.01%	1127
2018 Q2	$915K	Buy	59,391 +1,389	+2%	+$21.1K	0.01%	1159
2018 Q1	$856K	Sell	58,002 -568	-1%	-$8.72K	0.01%	1153
2017 Q4	$876K	Sell	58,570 -507	-0.9%	-$7.74K	0.01%	1176
2017 Q3	$901K	Sell	59,077 -2,445	-4%	-$36K	0.01%	1141
2017 Q2	$880K	Sell	61,522 -2,045	-3%	-$28.8K	0.01%	1117
2017 Q1	$874K	Sell	63,567 -799	-1%	-$10.7K	0.01%	1094
2016 Q4	$818K	Sell	64,366 -16,164	-20%	-$207K	0.01%	1052
2016 Q3	$1.06M	Sell	80,530 -1,180	-1%	-$15.4K	0.01%	889
2016 Q2	$1.04M	Sell	81,710 -244	-0.3%	-$3.09K	0.01%	869
2016 Q1	$1.04M	Sell	81,954 -798	-1%	-$9.58K	﹤0.01%	1013
2015 Q4	$1.06M	Sell	82,752 -1,244	-1%	-$16.4K	0.01%	937
2015 Q3	$1.07M	Buy	+83,996	New	+$1.14M	0.01%	845
2015 Q2	–	Sell	-59,331	Closed	-$828K	–	1522
2015 Q1	$828K	Buy	59,331 +108	+0.2%	+$1.5K	0.01%	877
2014 Q4	$810K	Buy	+59,223	New	+$820K	0.01%	872

Other funds holding ADX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

AWA

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

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

HWAM

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

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UCI

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

DADC

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

HighTower Advisors's ADX Position: Q2 2026 in Review

HighTower Advisors reduced its Adams Diversified Equity Fund (ADX) stake by 0.53% in Q2 2026, selling an estimated $8.38K and leaving 63,930 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

HighTower Advisors first reported a position in ADX in Q4 2014 and has held it in 45 quarters since. 136 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

HighTower Advisors held 63,930 shares of Adams Diversified Equity Fund worth $1.63M as of Q2 2026.
HighTower Advisors sold 342 Adams Diversified Equity Fund shares in Q2 2026, an estimated $8.38K.
Adams Diversified Equity Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1899 holding.
HighTower Advisors first reported a position in Adams Diversified Equity Fund in Q4 2014 and has held it in 45 quarters since.
136 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.