Hudock Inc’s Adams Diversified Equity Fund ADX Stock Holding History

Hudock Inc’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	$207K	Buy	+8,101	New	+$199K	0.03%	212
2022 Q4	–	Sell	-1,536	Closed	-$22K	–	158
2022 Q3	$22K	Hold	1,536	–	–	0.01%	417
2022 Q2	$23K	Hold	1,536	–	–	0.01%	401
2022 Q1	$28K	Hold	1,536	–	–	0.01%	392
2021 Q4	$29K	Buy	1,536 +197	+15%	+$3.96K	0.01%	394
2021 Q3	$26K	Hold	1,339	–	–	0.01%	412
2021 Q2	$26K	Hold	1,339	–	–	0.01%	407
2021 Q1	$24K	Hold	1,339	–	–	0.01%	416
2020 Q4	$23K	Buy	1,339 +65	+5%	+$1.09K	0.01%	405
2020 Q3	$20K	Hold	1,274	–	–	0.01%	375
2020 Q2	$18K	Hold	1,274	–	–	0.01%	381
2020 Q1	$16K	Hold	1,274	–	–	0.01%	355
2019 Q4	$20K	Buy	1,274 +90	+8%	+$1.43K	0.01%	348
2019 Q3	$18K	Hold	1,184	–	–	0.01%	360
2019 Q2	$18K	Hold	1,184	–	–	0.01%	353
2019 Q1	$17K	Hold	1,184	–	–	0.01%	347
2018 Q4	$14K	Hold	1,184	–	–	0.01%	348
2018 Q3	$19K	Hold	1,184	–	–	0.01%	353
2018 Q2	$18K	Hold	1,184	–	–	0.01%	352
2018 Q1	$17K	Hold	1,184	–	–	0.01%	375
2017 Q4	$17K	Buy	1,184 +85	+8%	+$1.3K	0.01%	366
2017 Q3	$16K	Hold	1,099	–	–	0.01%	380
2017 Q2	$15K	Hold	1,099	–	–	0.01%	364
2017 Q1	$15K	Hold	1,099	–	–	0.01%	354
2016 Q4	$13K	Buy	1,099 +64	+6%	+$821	0.01%	353
2016 Q3	$13K	Hold	1,035	–	–	0.01%	360
2016 Q2	$13K	Hold	1,035	–	–	0.01%	374
2016 Q1	$13K	Hold	1,035	–	–	0.01%	376
2015 Q4	$13K	Buy	1,035 +60	+6%	+$791	0.01%	345
2015 Q3	$12K	Hold	975	–	–	0.01%	375
2015 Q2	$13K	Hold	975	–	–	0.01%	368
2015 Q1	$14K	Hold	975	–	–	0.01%	378
2014 Q4	$13K	Buy	975 +62	+7%	+$859	0.01%	361
2014 Q3	$13K	Hold	913	–	–	0.01%	360
2014 Q2	$13K	Hold	913	–	–	0.01%	372
2014 Q1	$12K	Hold	913	–	–	0.01%	356
2013 Q4	$12K	Buy	913 +47	+5%	+$599	0.01%	363
2013 Q3	$11K	Hold	866	–	–	0.01%	320
2013 Q2	$10K	Buy	+866	New	+$10.4K	0.01%	334

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hudock Inc's ADX Position: Q2 2026 in Review

Hudock Inc opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 8,101 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings. This is a return to the name: Hudock Inc previously reported a position in ADX as recently as Q3 2022.

Hudock Inc first reported a position in ADX in Q2 2013 and has held it in 39 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Hudock Inc held 8,101 shares of Adams Diversified Equity Fund worth $207K as of Q2 2026.
Adams Diversified Equity Fund was a new Hudock Inc position in Q2 2026.
Adams Diversified Equity Fund made up 0.03% of Hudock Inc's portfolio in Q2 2026, its #212 holding.
Hudock Inc first reported a position in Adams Diversified Equity Fund in Q2 2013 and has held it in 39 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Hudock Inc's 13F filing for Q2 2026, filed 31 Jul 2026.