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Horizon Investments’s Adams Diversified Equity Fund ADX Stock Holding History

Horizon Investments’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 		– Sell
-12,889
Closed -$277K – 1403
2026
Q1 		$277K Buy
+12,889
New +$296K ﹤0.01% 929
2024
Q3 		– Sell
-274
Closed -$5.76K – 838
2024
Q2 		$5.76K Buy
+274
New +$5.46K ﹤0.01% 670

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Horizon Investments's ADX Position: Q2 2026 in Review

Horizon Investments sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 12,889 shares — an estimated $277K sold.

Horizon Investments first reported a position in ADX in Q2 2024 and held it in 2 quarters. The position peaked at $277K in Q1 2026. 215 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Horizon Investments reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 12,889 Adams Diversified Equity Fund shares in Q2 2026, an estimated $277K.
  • Horizon Investments first reported a position in Adams Diversified Equity Fund in Q2 2024 and held it in 2 quarters.
  • Horizon Investments's Adams Diversified Equity Fund position peaked at $277K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.