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

IFP 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 		$208K Buy
8,155
+1,890
+30% +$46.3K ﹤0.01% 1490
2026
Q1 		$137K Buy
6,265
+1,926
+44% +$44.2K ﹤0.01% 1624
2025
Q4 		$101K Buy
4,339
+2,361
+119% +$54.1K ﹤0.01% 1779
2025
Q3 		$44.1K Buy
1,978
+358
+22% +$7.82K ﹤0.01% 2140
2025
Q2 		$35.2K Buy
1,620
+700
+76% +$13.8K ﹤0.01% 2238
2025
Q1 		$17.5K Hold
920
– – ﹤0.01% 2346
2024
Q4 		$18.6K Hold
920
– – ﹤0.01% 2284
2024
Q3 		$19.8K Hold
920
– – ﹤0.01% 2154
2024
Q2 		$19.8K Hold
920
– – ﹤0.01% 2092
2024
Q1 		$18K Hold
920
– – ﹤0.01% 2020
2023
Q4 		$16.3K Hold
920
– – ﹤0.01% 1997
2023
Q3 		$15.3K Hold
920
– – ﹤0.01% 2069
2023
Q2 		$15.5K Hold
920
– – ﹤0.01% 2132
2023
Q1 		$14.2K Sell
920
-3,679
-80% -$56K ﹤0.01% 2155
2022
Q4 		$71K Sell
4,599
-2,711
-37% -$41.1K ﹤0.01% 1986
2022
Q3 		$113K Buy
7,310
+556
+8% +$8.96K ﹤0.01% 1767
2022
Q2 		$104K Hold
6,754
– – ﹤0.01% 1660
2022
Q1 		$104K Buy
+6,754
New +$123K ﹤0.01% 1660
2019
Q1 		– Sell
-48,595
Closed -$609K – 2358
2018
Q4 		$609K Buy
48,595
+2,895
+6% +$42.6K 0.04% 481
2018
Q3 		$762K Sell
45,700
-404
-0.9% -$6.53K 0.03% 519
2018
Q2 		$711K Hold
46,104
– – 0.03% 536
2018
Q1 		$693K Hold
46,104
– – 0.03% 507
2017
Q4 		$693K Sell
46,104
-11,109
-19% -$170K 0.03% 507
2017
Q3 		$870K Buy
57,213
+9,811
+21% +$145K 0.03% 481
2017
Q2 		$677K Buy
47,402
+338
+0.7% +$4.77K 0.03% 556
2017
Q1 		$647K Buy
47,064
+9,935
+27% +$133K 0.03% 567
2016
Q4 		$472K Buy
37,129
+1,370
+4% +$17.6K 0.02% 640
2016
Q3 		$470K Sell
35,759
-398
-1% -$5.2K 0.02% 587
2016
Q2 		$458K Buy
+36,157
New +$458K 0.03% 578
2016
Q1 		– Sell
-36,180
Closed -$464K – 2355
2015
Q4 		$464K Buy
+36,180
New +$477K 0.03% 517

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

IFP Advisors's ADX Position: Q2 2026 in Review

IFP Advisors increased its Adams Diversified Equity Fund (ADX) stake by 30% in Q2 2026, buying an estimated $46.3K and bringing the position to 8,155 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

IFP Advisors first reported a position in ADX in Q4 2015 and has held it in 30 quarters since. The position peaked at $870K in Q3 2017. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • IFP Advisors held 8,155 shares of Adams Diversified Equity Fund worth $208K as of Q2 2026.
  • IFP Advisors bought 1,890 Adams Diversified Equity Fund shares in Q2 2026, an estimated $46.3K.
  • Adams Diversified Equity Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1490 holding.
  • IFP Advisors first reported a position in Adams Diversified Equity Fund in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's Adams Diversified Equity Fund position peaked at $870K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.