Morton Brown Family Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

Morton Brown Family Wealth’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	$4.25K	Hold	194	–	–	﹤0.01%	229
2025 Q4	$4.52K	Hold	194	–	–	﹤0.01%	232
2025 Q3	$4.33K	Hold	194	–	–	﹤0.01%	220
2025 Q2	$4.21K	Hold	194	–	–	﹤0.01%	246
2025 Q1	$3.68K	Hold	194	–	–	﹤0.01%	253
2024 Q4	$3.92K	Hold	194	–	–	﹤0.01%	210
2024 Q3	$4.18K	Hold	194	–	–	﹤0.01%	203
2024 Q2	$4.26K	Hold	194	–	–	﹤0.01%	176
2024 Q1	$3.79K	Hold	194	–	–	﹤0.01%	180
2023 Q4	$3.44K	Hold	194	–	–	﹤0.01%	220
2023 Q3	$3.23K	Hold	194	–	–	﹤0.01%	154
2023 Q2	$3.26K	Hold	194	–	–	﹤0.01%	147
2023 Q1	$3.02K	Buy	+194	New	+$2.95K	﹤0.01%	172

Other funds holding ADX

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return