Koshinski Asset Management
ADX icon

Koshinski Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Koshinski Asset 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 		$1.58M Buy
61,909
+871
+1% +$21.3K 0.08% 210
2026
Q1 		$1.34M Buy
61,038
+2,511
+4% +$57.6K 0.08% 222
2025
Q4 		$1.36M Sell
58,527
-4,050
-6% -$92.7K 0.09% 214
2025
Q3 		$1.4M Sell
62,577
-638
-1% -$13.9K 0.09% 202
2025
Q2 		$1.37M Buy
63,215
+2,944
+5% +$58K 0.1% 190
2025
Q1 		$1.14M Buy
60,271
+170
+0.3% +$3.42K 0.1% 211
2024
Q4 		$1.21M Buy
60,101
+1,117
+2% +$23.8K 0.1% 199
2024
Q3 		$1.27M Buy
58,984
+2,545
+5% +$54.1K 0.11% 191
2024
Q2 		$1.24M Sell
56,439
-180
-0.3% -$3.59K 0.11% 174
2024
Q1 		$1.11M Sell
56,619
-16,094
-22% -$299K 0.11% 189
2023
Q4 		$1.29M Buy
72,713
+20,989
+41% +$356K 0.2% 141
2023
Q3 		$861K Buy
51,724
+986
+2% +$17K 0.1% 210
2023
Q2 		$853K Sell
50,738
-18,856
-27% -$300K 0.09% 226
2023
Q1 		$1.08M Buy
69,594
+12,295
+21% +$187K 0.11% 200
2022
Q4 		$833K Buy
+57,299
New +$868K 0.08% 256
2022
Q2 		– Sell
-2,078
Closed -$38.3K – 612
2022
Q1 		$38.3K Hold
2,078
– – ﹤0.01% 1214
2021
Q4 		$40.3K Hold
2,078
– – ﹤0.01% 1218
2021
Q3 		$41.1K Buy
+2,078
New +$42.1K ﹤0.01% 1198

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

Koshinski Asset Management's ADX Position: Q2 2026 in Review

Koshinski Asset Management increased its Adams Diversified Equity Fund (ADX) stake by 1.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 61,909 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #210.

Koshinski Asset Management first reported a position in ADX in Q3 2021 and has held it in 18 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Koshinski Asset Management held 61,909 shares of Adams Diversified Equity Fund worth $1.58M as of Q2 2026.
  • Koshinski Asset Management bought 871 Adams Diversified Equity Fund shares in Q2 2026, an estimated $21.3K.
  • Adams Diversified Equity Fund made up 0.08% of Koshinski Asset Management's portfolio in Q2 2026, its #210 holding.
  • Koshinski Asset Management first reported a position in Adams Diversified Equity Fund in Q3 2021 and has held it in 18 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.