MWM
ADX icon

MinichMacGregor Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

MinichMacGregor Wealth Management’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 		$439K Buy
17,169
+306
+2% +$7.5K 0.07% 86
2026
Q1 		$369K Buy
16,863
+1,315
+8% +$30.2K 0.07% 81
2025
Q4 		$506K Sell
15,548
-120,690
-89% -$2.76M 0.09% 75
2025
Q3 		$482K Buy
136,238
+315
+0.2% +$6.88K 0.09% 81
2025
Q2 		$466K Buy
135,923
+331
+0.2% +$6.53K 0.1% 71
2025
Q1 		$416K Buy
135,592
+324
+0.2% +$6.51K 0.09% 72
2024
Q4 		$2.73M Buy
135,268
+1,241
+0.9% +$26.5K 0.57% 44
2024
Q3 		$422K Buy
134,027
+266
+0.2% +$5.66K 0.09% 71
2024
Q2 		$416K Buy
133,761
+31
+0% +$618 0.1% 69
2024
Q1 		$387K Buy
133,730
+14
+0% +$260 0.1% 71
2023
Q4 		$363K Buy
133,716
+811
+0.6% +$13.8K 0.1% 68
2023
Q3 		$335K Buy
132,905
+34
+0% +$585 0.11% 66
2023
Q2 		$336K Buy
132,871
+75
+0.1% +$1.19K 0.11% 68
2023
Q1 		$319K Buy
132,796
+1
+0% +$15 0.11% 70
2022
Q4 		$306K Buy
132,795
+11,898
+10% +$180K 0.11% 61
2022
Q3 		$133K Hold
120,897
– – 0.05% 75
2022
Q2 		$133K Hold
120,897
– – 0.05% 74
2022
Q1 		$136K Hold
120,897
– – 0.04% 86
2021
Q4 		$137K Hold
120,897
– – 0.04% 84
2021
Q3 		$137K Hold
120,897
– – 0.05% 78
2021
Q2 		$137K Hold
120,897
– – 0.05% 75
2021
Q1 		$136K Hold
120,897
– – 0.05% 78
2020
Q4 		$135K Hold
120,897
– – 0.06% 77
2020
Q3 		$134K Hold
120,897
– – 0.06% 61
2020
Q2 		$133K Buy
+120,897
New +$1.72M 0.07% 58
2020
Q1 		– Sell
-120,897
Closed -$134K – 82
2019
Q4 		$134K Hold
120,897
– – 0.07% 52
2019
Q3 		$134K Hold
120,897
– – 0.09% 50
2019
Q2 		$134K Hold
120,897
– – 0.09% 45
2019
Q1 		$133K Buy
+120,897
New +$1.67M 0.1% 45
2018
Q4 		– Sell
-124,859
Closed -$200K – 98
2018
Q3 		$200K Hold
124,859
– – 0.13% 43
2018
Q2 		$194K Buy
124,859
+119,997
+2,468% +$1.82M 0.14% 44
2018
Q1 		$71K Hold
4,862
– – 0.06% 88
2017
Q4 		$73K Hold
4,862
– – 0.06% 85
2017
Q3 		$73K Hold
4,862
– – 0.06% 80
2017
Q2 		$69K Hold
4,862
– – 0.06% 78
2017
Q1 		$66K Hold
4,862
– – 0.06% 82
2016
Q4 		$61K Buy
4,862
+3,962
+440% +$50.8K 0.06% 90
2016
Q3 		$11K Hold
900
– – 0.01% 249
2016
Q2 		$11K Hold
900
– – 0.01% 241
2016
Q1 		$11K Buy
+900
New +$10.8K 0.01% 229

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

MinichMacGregor Wealth Management's ADX Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Adams Diversified Equity Fund (ADX) stake by 1.8% in Q2 2026, buying an estimated $7.5K and bringing the position to 17,169 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #86.

MinichMacGregor Wealth Management first reported a position in ADX in Q1 2016 and has held it in 40 quarters since. The position peaked at $2.73M in Q4 2024. 88 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • MinichMacGregor Wealth Management held 17,169 shares of Adams Diversified Equity Fund worth $439K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 306 Adams Diversified Equity Fund shares in Q2 2026, an estimated $7.5K.
  • Adams Diversified Equity Fund made up 0.07% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #86 holding.
  • MinichMacGregor Wealth Management first reported a position in Adams Diversified Equity Fund in Q1 2016 and has held it in 40 quarters since.
  • MinichMacGregor Wealth Management's Adams Diversified Equity Fund position peaked at $2.73M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.