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Independent Advisor Alliance’s Adams Diversified Equity Fund ADX Stock Holding History

Independent Advisor Alliance’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
Q1 		$237K Buy
+10,848
New +$249K ﹤0.01% 1429
2020
Q1 		– Sell
-21,625
Closed -$341K – 429
2019
Q4 		$341K Buy
+21,625
New +$344K 0.01% 647

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Advisor Alliance's ADX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Adams Diversified Equity Fund (ADX) in Q1 2026: 10,848 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ADX as recently as Q4 2019.

Independent Advisor Alliance first reported a position in ADX in Q4 2019 and has held it in 2 quarters since. The position peaked at $341K in Q4 2019. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Independent Advisor Alliance held 10,848 shares of Adams Diversified Equity Fund worth $237K as of Q1 2026.
  • Adams Diversified Equity Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1429 holding.
  • Independent Advisor Alliance first reported a position in Adams Diversified Equity Fund in Q4 2019 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Adams Diversified Equity Fund position peaked at $341K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.