Kingswood Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Kingswood Wealth Advisors’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	$493K	Buy	19,313 +4,009	+26%	+$98.3K	0.02%	613
2026 Q1	$335K	Buy	15,304 +2,820	+23%	+$64.7K	0.02%	679
2025 Q4	$291K	Buy	12,484 +1,009	+9%	+$23.1K	0.01%	689
2025 Q3	$256K	Buy	11,475 +554	+5%	+$12.1K	0.02%	681
2025 Q2	$237K	Buy	10,921 +240	+2%	+$4.73K	0.02%	648
2025 Q1	$203K	Sell	10,681 -710	-6%	-$14.3K	0.02%	682
2024 Q4	$230K	Buy	+11,391	New	+$243K	0.02%	698

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kingswood Wealth Advisors's ADX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Adams Diversified Equity Fund (ADX) stake by 26% in Q2 2026, buying an estimated $98.3K and bringing the position to 19,313 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #613.

Kingswood Wealth Advisors first reported a position in ADX in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Kingswood Wealth Advisors held 19,313 shares of Adams Diversified Equity Fund worth $493K as of Q2 2026.
Kingswood Wealth Advisors bought 4,009 Adams Diversified Equity Fund shares in Q2 2026, an estimated $98.3K.
Adams Diversified Equity Fund made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #613 holding.
Kingswood Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.