Laird Norton Wetherby Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$294K	Buy	13,203 +1,000	+8%	+$21.8K	0.01%	753
2025 Q2	$265K	Buy	+12,203	New	+$241K	0.01%	775
2024 Q4	$247K	Hold	12,203	–	–	0.01%	765
2024 Q3	$263K	Hold	12,203	–	–	0.01%	780
2024 Q2	$262K	Hold	12,203	–	–	0.01%	753
2024 Q1	$238K	Hold	12,203	–	–	0.01%	819
2023 Q4	$216K	Hold	12,203	–	–	0.01%	834
2023 Q3	$203K	Hold	12,203	–	–	0.01%	817
2023 Q2	$205K	Hold	12,203	–	–	0.01%	844
2023 Q1	$190K	Hold	12,203	–	–	0.01%	834
2022 Q4	$177K	Hold	12,203	–	–	0.01%	818
2022 Q3	$178K	Hold	12,203	–	–	0.01%	813
2022 Q2	$187K	Hold	12,203	–	–	0.01%	824
2022 Q1	$225K	Hold	12,203	–	–	0.01%	820
2021 Q4	$237K	Hold	12,203	–	–	0.01%	801
2021 Q3	$242K	Hold	12,203	–	–	0.01%	791
2021 Q2	$241K	Buy	12,203 +31	+0.3%	+$595	0.01%	793
2021 Q1	$222K	Buy	12,172 +60	+0.5%	+$1.07K	0.02%	710
2020 Q4	$209K	Buy	12,112 +592	+5%	+$9.94K	0.01%	807
2020 Q3	$187K	Buy	11,520 +34	+0.3%	+$543	0.02%	653
2020 Q2	$171K	Buy	11,486 +38	+0.3%	+$540	0.02%	662
2020 Q1	$144K	Buy	+11,448	New	+$170K	0.02%	609

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ADX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Adams Diversified Equity Fund (ADX) stake by 8.2% in Q3 2025, buying an estimated $21.8K and bringing the position to 13,203 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #753.

Laird Norton Wetherby Wealth Management first reported a position in ADX in Q1 2020 and has held it in 22 quarters since. 191 funds tracked by Wall St. Rank hold ADX as of Q3 2025.

Laird Norton Wetherby Wealth Management held 13,203 shares of Adams Diversified Equity Fund worth $294K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 1,000 Adams Diversified Equity Fund shares in Q3 2025, an estimated $21.8K.
Adams Diversified Equity Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #753 holding.
Laird Norton Wetherby Wealth Management first reported a position in Adams Diversified Equity Fund in Q1 2020 and has held it in 22 quarters since.
191 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.