HighTower Advisors
PEO

HighTower Advisors’s Adams Natural Resources Fund PEO Stock Holding History

HighTower Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Sell
27,374
-4,261
-13% -$111K ﹤0.01% 2508
2026
Q1 		$879K Buy
31,635
+205
+0.7% +$5.18K ﹤0.01% 2277
2025
Q4 		$683K Sell
31,430
-34,976
-53% -$753K ﹤0.01% 2396
2025
Q3 		$1.43M Buy
66,406
+325
+0.5% +$7.01K ﹤0.01% 1853
2025
Q2 		$1.41M Sell
66,081
-2,766
-4% -$57K ﹤0.01% 1778
2025
Q1 		$1.57M Buy
68,847
+63
+0.1% +$1.41K ﹤0.01% 1655
2024
Q4 		$1.5M Sell
68,784
-5,055
-7% -$115K ﹤0.01% 1694
2024
Q3 		$1.65M Sell
73,839
-6,155
-8% -$137K ﹤0.01% 1623
2024
Q2 		$1.82M Sell
79,994
-14,851
-16% -$334K ﹤0.01% 1497
2024
Q1 		$2.1M Sell
94,845
-7,957
-8% -$162K ﹤0.01% 1410
2023
Q4 		$2.03M Buy
102,802
+9,734
+10% +$199K ﹤0.01% 1419
2023
Q3 		$2.07M Sell
93,068
-26,020
-22% -$564K ﹤0.01% 1354
2023
Q2 		$2.38M Buy
119,088
+3,770
+3% +$73.9K ﹤0.01% 1251
2023
Q1 		$2.28M Buy
115,318
+8,222
+8% +$170K 0.01% 1209
2022
Q4 		$2.24M Buy
107,096
+21,443
+25% +$460K 0.01% 1223
2022
Q3 		$1.61M Buy
85,653
+979
+1% +$19.3K ﹤0.01% 1360
2022
Q2 		$1.59M Buy
84,674
+1,221
+1% +$25.4K ﹤0.01% 1381
2022
Q1 		$1.68M Buy
83,453
+13,762
+20% +$256K ﹤0.01% 1473
2021
Q4 		$1.11M Buy
69,691
+45,650
+190% +$734K ﹤0.01% 1709
2021
Q3 		$364K Buy
+24,041
New +$350K ﹤0.01% 2285
2020
Q4 		– Sell
-10,491
Closed -$100K – 2771
2020
Q3 		$100K Buy
+10,491
New +$114K ﹤0.01% 2232

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
LPL Financial
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
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors's PEO Position: Q2 2026 in Review

HighTower Advisors reduced its Adams Natural Resources Fund (PEO) stake by 13% in Q2 2026, selling an estimated $111K and leaving 27,374 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

HighTower Advisors first reported a position in PEO in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.38M in Q2 2023. 50 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • HighTower Advisors held 27,374 shares of Adams Natural Resources Fund worth $677K as of Q2 2026.
  • HighTower Advisors sold 4,261 Adams Natural Resources Fund shares in Q2 2026, an estimated $111K.
  • Adams Natural Resources Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2508 holding.
  • HighTower Advisors first reported a position in Adams Natural Resources Fund in Q3 2020 and has held it in 21 quarters since.
  • HighTower Advisors's Adams Natural Resources Fund position peaked at $2.38M in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

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