Mirabella Financial Services’s ADS-TEC Energy ADSE Stock Holding History

Mirabella Financial Services’s Portfolio ADSE Stock Details ADSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297M	Buy	23,259,706 +1,089,757	+5%	+$12.6M	28.35%	1
2026 Q1	$255M	Buy	22,169,949 +4,056,486	+22%	+$46.1M	24.13%	1
2025 Q4	$230M	Buy	18,113,463 +743,286	+4%	+$8.36M	21.37%	1
2025 Q3	$208M	Buy	17,370,177 +889,708	+5%	+$9.93M	18.06%	1
2025 Q2	$227M	Buy	16,480,469 +1,076,423	+7%	+$13.4M	23.34%	1
2025 Q1	$230M	Buy	15,404,046 +4,336,163	+39%	+$64.6M	9.39%	1
2024 Q4	$172M	Buy	11,067,883 +10,385,428	+1,522%	+$144M	15.66%	1
2024 Q3	$9.13M	Buy	682,455 +67,043	+11%	+$838K	0.51%	42
2024 Q2	$7.72M	Sell	615,412 -3,140,820	-84%	-$34.3M	0.56%	35
2024 Q1	$39.4M	Buy	+3,756,232	New	+$33.2M	2.84%	5

Other funds holding ADSE

Robert Bosch Gerlingen Schillerhoehe, Germany $166M AUM 9.63% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Mirabella Financial Services's ADSE Position: Q2 2026 in Review

Mirabella Financial Services increased its ADS-TEC Energy (ADSE) stake by 4.9% in Q2 2026, buying an estimated $12.6M and bringing the position to 23,259,706 shares worth $297M. The position accounts for 28.35% of the portfolio, ranked #1.

Mirabella Financial Services first reported a position in ADSE in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold ADSE as of Q2 2026.

Mirabella Financial Services held 23,259,706 shares of ADS-TEC Energy worth $297M as of Q2 2026.
Mirabella Financial Services bought 1,089,757 ADS-TEC Energy shares in Q2 2026, an estimated $12.6M.
ADS-TEC Energy made up 28.35% of Mirabella Financial Services's portfolio in Q2 2026, its #1 holding.
Mirabella Financial Services first reported a position in ADS-TEC Energy in Q1 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.