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Israel Englander’s Adams Diversified Equity Fund ADX Stock Holding History

Israel Englander’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
-27,980
Closed -$612K – 5805
2026
Q1 		$612K Buy
+27,980
New +$642K ﹤0.01% 4662
2025
Q1 		– Sell
-16,264
Closed -$329K – 5794
2024
Q4 		$329K Sell
16,264
-64,632
-80% -$1.38M ﹤0.01% 5023
2024
Q3 		$1.74M Buy
80,896
+4,135
+5% +$88K ﹤0.01% 3824
2024
Q2 		$1.65M Buy
+76,761
New +$1.53M ﹤0.01% 3705
2023
Q1 		– Sell
-27,121
Closed -$394K – 6300
2022
Q4 		$394K Buy
+27,121
New +$411K ﹤0.01% 4917
2021
Q4 		– Sell
-18,504
Closed -$366K – 6708
2021
Q3 		$366K Buy
+18,504
New +$375K ﹤0.01% 5641
2021
Q1 		– Sell
-101,124
Closed -$1.75M – 5846
2020
Q4 		$1.75M Buy
+101,124
New +$1.7M ﹤0.01% 3341
2019
Q4 		– Sell
-10,384
Closed -$164K – 4151
2019
Q3 		$164K Buy
+10,384
New +$163K ﹤0.01% 3843
2019
Q2 		– Sell
-13,162
Closed -$190K – 4001
2019
Q1 		$190K Buy
+13,162
New +$182K ﹤0.01% 3749
2018
Q3 		– Sell
-31,414
Closed -$484K – 3852
2018
Q2 		$484K Buy
31,414
+13,991
+80% +$212K ﹤0.01% 3178
2018
Q1 		$258K Sell
17,423
-8,460
-33% -$130K ﹤0.01% 3267
2017
Q4 		$389K Buy
25,883
+10,083
+64% +$154K ﹤0.01% 3208
2017
Q3 		$240K Sell
15,800
-30,767
-66% -$454K ﹤0.01% 3159
2017
Q2 		$665K Buy
+46,567
New +$657K ﹤0.01% 2662

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

Israel Englander's ADX Position: Q2 2026 in Review

Israel Englander sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 27,980 shares — an estimated $612K sold.

Israel Englander first reported a position in ADX in Q2 2017 and held it in 14 quarters. The position peaked at $1.75M in Q4 2020. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Israel Englander reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Israel Englander sold 27,980 Adams Diversified Equity Fund shares in Q2 2026, an estimated $612K.
  • Israel Englander first reported a position in Adams Diversified Equity Fund in Q2 2017 and held it in 14 quarters.
  • Israel Englander's Adams Diversified Equity Fund position peaked at $1.75M in Q4 2020.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.