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

Mezzasalma 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	$452K	Buy	20,659 +352	+2%	+$8.08K	0.12%	106
2025 Q4	$472K	Buy	20,307 +344	+2%	+$7.88K	0.11%	109
2025 Q3	$445K	Sell	19,963 -1,576	-7%	-$34.4K	0.11%	104
2025 Q2	$468K	Buy	21,539 +412	+2%	+$8.12K	0.14%	88
2025 Q1	$401K	Buy	21,127 +401	+2%	+$8.05K	0.14%	96
2024 Q4	$419K	Buy	+20,726	New	+$442K	0.14%	89

Other funds holding ADX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mezzasalma Advisors's ADX Position: Q1 2026 in Review

Mezzasalma Advisors increased its Adams Diversified Equity Fund (ADX) stake by 1.7% in Q1 2026, buying an estimated $8.08K and bringing the position to 20,659 shares worth $452K. The position accounts for 0.12% of the portfolio, ranked #106.

Mezzasalma Advisors first reported a position in ADX in Q4 2024 and has held it in 6 quarters since. The position peaked at $472K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Mezzasalma Advisors held 20,659 shares of Adams Diversified Equity Fund worth $452K as of Q1 2026.
Mezzasalma Advisors bought 352 Adams Diversified Equity Fund shares in Q1 2026, an estimated $8.08K.
Adams Diversified Equity Fund made up 0.12% of Mezzasalma Advisors's portfolio in Q1 2026, its #106 holding.
Mezzasalma Advisors first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 6 quarters since.
Mezzasalma Advisors's Adams Diversified Equity Fund position peaked at $472K in Q4 2025.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.