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Kane Investment Management’s Adams Diversified Equity Fund ADX Stock Holding History

Kane Investment Management’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
2025
Q2 		– Sell
-28,782
Closed -$547K – 90
2025
Q1 		$547K Buy
28,782
+773
+3% +$15.5K 0.26% 74
2024
Q4 		$566K Buy
+28,009
New +$598K 0.32% 69

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

Kane Investment Management's ADX Position: Q2 2025 in Review

Kane Investment Management sold out of Adams Diversified Equity Fund (ADX) in Q2 2025, closing a stake of 28,782 shares — an estimated $547K sold.

Kane Investment Management first reported a position in ADX in Q4 2024 and held it in 2 quarters. The position peaked at $566K in Q4 2024. 189 funds tracked by Wall St. Rank hold ADX as of Q2 2025.

  • Kane Investment Management reported no remaining Adams Diversified Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Kane Investment Management sold 28,782 Adams Diversified Equity Fund shares in Q2 2025, an estimated $547K.
  • Kane Investment Management first reported a position in Adams Diversified Equity Fund in Q4 2024 and held it in 2 quarters.
  • Kane Investment Management's Adams Diversified Equity Fund position peaked at $566K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2025.

Based on Kane Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.