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 Q2	$4.96K	Hold	194	–	–	﹤0.01%	229
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 New York $66.1B AUM 33.53% 1-Year Est. Return

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morton Brown Family Wealth's ADX Position: Q2 2026 in Review

Morton Brown Family Wealth held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 194 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Morton Brown Family Wealth first reported a position in ADX in Q1 2023 and has held it in 14 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Morton Brown Family Wealth held 194 shares of Adams Diversified Equity Fund worth $4.96K as of Q2 2026.
Morton Brown Family Wealth left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
Adams Diversified Equity Fund made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #229 holding.
Morton Brown Family Wealth first reported a position in Adams Diversified Equity Fund in Q1 2023 and has held it in 14 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.