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LexAurum Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

LexAurum 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 		$1.19M Buy
46,383
+16,696
+56% +$409K 0.14% 135
2026
Q1 		$650K Buy
+29,687
New +$681K 0.08% 184

Other funds holding ADX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LexAurum Advisors's ADX Position: Q2 2026 in Review

LexAurum Advisors increased its Adams Diversified Equity Fund (ADX) stake by 56% in Q2 2026, buying an estimated $409K and bringing the position to 46,383 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #135.

LexAurum Advisors first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • LexAurum Advisors held 46,383 shares of Adams Diversified Equity Fund worth $1.19M as of Q2 2026.
  • LexAurum Advisors bought 16,696 Adams Diversified Equity Fund shares in Q2 2026, an estimated $409K.
  • Adams Diversified Equity Fund made up 0.14% of LexAurum Advisors's portfolio in Q2 2026, its #135 holding.
  • LexAurum Advisors first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.