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Kathleen S. Wright Associates’s Adams Diversified Equity Fund ADX Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$14.8K Hold
665
– – 0.01% 197
2025
Q2 		$14.4K Hold
665
– – 0.01% 205
2025
Q1 		$12.6K Hold
665
– – 0.01% 214
2024
Q4 		$13.4K Hold
665
– – 0.01% 213
2024
Q3 		$14.3K Hold
665
– – 0.01% 233
2024
Q2 		$14.3K Hold
665
– – 0.01% 184
2024
Q1 		$13K Buy
+665
New +$12.4K 0.01% 177

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Kathleen S. Wright Associates's ADX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Adams Diversified Equity Fund (ADX) position steady in Q3 2025 at 665 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Kathleen S. Wright Associates first reported a position in ADX in Q1 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold ADX as of Q3 2025.

  • Kathleen S. Wright Associates held 665 shares of Adams Diversified Equity Fund worth $14.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Adams Diversified Equity Fund share count unchanged in Q3 2025.
  • Adams Diversified Equity Fund made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #197 holding.
  • Kathleen S. Wright Associates first reported a position in Adams Diversified Equity Fund in Q1 2024 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.