Maryland Capital Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Maryland Capital 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	$4.47K	Buy	+175	New	+$4.29K	﹤0.01%	224
2025 Q4	$4.08K	Hold	175	–	–	﹤0.01%	231
2025 Q3	$3.9K	Hold	175	–	–	﹤0.01%	212
2025 Q2	$3.8K	Hold	175	–	–	﹤0.01%	227
2025 Q1	$3.32K	Hold	175	–	–	﹤0.01%	196
2024 Q4	$3.54K	Hold	175	–	–	﹤0.01%	219
2024 Q3	$3.77K	Hold	175	–	–	﹤0.01%	211
2024 Q2	$3.76K	Hold	175	–	–	﹤0.01%	211
2024 Q1	$3.42K	Hold	175	–	–	﹤0.01%	192
2023 Q4	$3.1K	Hold	175	–	–	﹤0.01%	198
2023 Q3	$2.91K	Hold	175	–	–	﹤0.01%	199
2023 Q2	$2.94K	Hold	175	–	–	﹤0.01%	210
2023 Q1	$2.72K	Hold	175	–	–	﹤0.01%	207
2022 Q4	$2.54K	Hold	175	–	–	﹤0.01%	205
2022 Q3	$3K	Hold	175	–	–	﹤0.01%	213
2022 Q2	$3K	Hold	175	–	–	﹤0.01%	204
2022 Q1	$3K	Hold	175	–	–	﹤0.01%	170
2021 Q4	$3K	Buy	+175	New	+$3.52K	﹤0.01%	164

Other funds holding ADX

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

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

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Maryland Capital Advisors's ADX Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 175 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in ADX as recently as Q4 2025.

Maryland Capital Advisors first reported a position in ADX in Q4 2021 and has held it in 18 quarters since. 126 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Maryland Capital Advisors held 175 shares of Adams Diversified Equity Fund worth $4.47K as of Q2 2026.
Adams Diversified Equity Fund was a new Maryland Capital Advisors position in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #224 holding.
Maryland Capital Advisors first reported a position in Adams Diversified Equity Fund in Q4 2021 and has held it in 18 quarters since.
126 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.