Lido Advisors
ADX icon

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

Lido 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
Q1 		$1.04M Sell
47,641
-596
-1% -$13.7K ﹤0.01% 951
2025
Q4 		$1.08M Hold
48,237
– – ﹤0.01% 976
2025
Q3 		$1.08M Buy
48,237
+14
+0% +$306 ﹤0.01% 926
2025
Q2 		$1.05M Buy
48,223
+895
+2% +$17.6K ﹤0.01% 826
2025
Q1 		$899K Buy
47,328
+453
+1% +$9.1K ﹤0.01% 815
2024
Q4 		$947K Buy
46,875
+2,628
+6% +$56.1K ﹤0.01% 783
2024
Q3 		$954K Sell
44,247
-10,697
-19% -$228K ﹤0.01% 725
2024
Q2 		$1.18M Buy
54,944
+5,137
+10% +$102K 0.01% 601
2024
Q1 		$972K Buy
49,807
+88
+0.2% +$1.64K 0.01% 661
2023
Q4 		$881K Buy
49,719
+19,104
+62% +$324K 0.01% 661
2023
Q3 		$509K Buy
30,615
+88
+0.3% +$1.51K ﹤0.01% 741
2023
Q2 		$513K Buy
30,527
+20,418
+202% +$325K ﹤0.01% 730
2023
Q1 		$157K Buy
+10,109
New +$154K ﹤0.01% 1039

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's ADX Position: Q1 2026 in Review

Lido Advisors reduced its Adams Diversified Equity Fund (ADX) stake by 1.2% in Q1 2026, selling an estimated $13.7K and leaving 47,641 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Lido Advisors first reported a position in ADX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.18M in Q2 2024. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Lido Advisors held 47,641 shares of Adams Diversified Equity Fund worth $1.04M as of Q1 2026.
  • Lido Advisors sold 596 Adams Diversified Equity Fund shares in Q1 2026, an estimated $13.7K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #951 holding.
  • Lido Advisors first reported a position in Adams Diversified Equity Fund in Q1 2023 and has held it in 13 quarters since.
  • Lido Advisors's Adams Diversified Equity Fund position peaked at $1.18M in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.