KWM
ADX icon

Kingsview Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Kingsview Wealth 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
2026
Q2 		$202K Buy
+7,899
New +$194K ﹤0.01% 1358
2025
Q3 		– Sell
-11,357
Closed -$247K – 1195
2025
Q2 		$247K Sell
11,357
-643
-5% -$12.7K ﹤0.01% 1024
2025
Q1 		$228K Buy
12,000
+222
+2% +$4.46K ﹤0.01% 990
2024
Q4 		$238K Buy
11,778
+717
+6% +$15.3K ﹤0.01% 990
2024
Q3 		$238K Buy
+11,061
New +$235K 0.01% 963

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

Kingsview Wealth Management's ADX Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 7,899 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in ADX as recently as Q2 2025.

Kingsview Wealth Management first reported a position in ADX in Q3 2024 and has held it in 5 quarters since. The position peaked at $247K in Q2 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Kingsview Wealth Management held 7,899 shares of Adams Diversified Equity Fund worth $202K as of Q2 2026.
  • Adams Diversified Equity Fund was a new Kingsview Wealth Management position in Q2 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1358 holding.
  • Kingsview Wealth Management first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 5 quarters since.
  • Kingsview Wealth Management's Adams Diversified Equity Fund position peaked at $247K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.