Lido Advisors
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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
Q3 		$1.23M Buy
47,978
+169
+0.4% +$4.37K ﹤0.01% 977
2026
Q2 		$1.22M Buy
47,809
+168
+0.4% +$4.12K ﹤0.01% 1004
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% 602
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

Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Lido Advisors's ADX Position: Q3 2026 in Review

Lido Advisors increased its Adams Diversified Equity Fund (ADX) stake by 0.35% in Q3 2026, buying an estimated $4.37K and bringing the position to 47,978 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Lido Advisors first reported a position in ADX in Q1 2023 and has held it in 15 quarters since. 122 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Lido Advisors held 47,978 shares of Adams Diversified Equity Fund worth $1.23M as of Q3 2026.
  • Lido Advisors bought 169 Adams Diversified Equity Fund shares in Q3 2026, an estimated $4.37K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #977 holding.
  • Lido Advisors first reported a position in Adams Diversified Equity Fund in Q1 2023 and has held it in 15 quarters since.
  • 122 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.