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Millstone Evans Group’s Adams Diversified Equity Fund ADX Stock Holding History

Millstone Evans Group’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 		$26.5K Buy
1,036
+19
+2% +$466 0.01% 463
2026
Q1 		$22.3K Buy
1,017
+20
+2% +$459 0.01% 465
2025
Q4 		$23.3K Hold
997
– – 0.01% 455
2025
Q3 		$22.2K Buy
997
+20
+2% +$437 0.01% 442
2025
Q2 		$21.2K Hold
977
– – 0.01% 435
2025
Q1 		$18.6K Sell
977
-97
-9% -$1.95K 0.01% 452
2024
Q4 		$21.7K Buy
+1,074
New +$22.9K 0.01% 409

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
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
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
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Millstone Evans Group's ADX Position: Q2 2026 in Review

Millstone Evans Group increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q2 2026, buying an estimated $466 and bringing the position to 1,036 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #463.

Millstone Evans Group first reported a position in ADX in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Millstone Evans Group held 1,036 shares of Adams Diversified Equity Fund worth $26.5K as of Q2 2026.
  • Millstone Evans Group bought 19 Adams Diversified Equity Fund shares in Q2 2026, an estimated $466.
  • Adams Diversified Equity Fund made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #463 holding.
  • Millstone Evans Group first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.