Newbridge Financial Services Group’s Adams Diversified Equity Fund ADX Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-69	Closed	-$1.54K	–	1182
2025 Q3	$1.54K	Buy	+69	New	+$1.51K	﹤0.01%	1155
2021 Q3	–	Sell	-583	Closed	-$12K	–	1369
2021 Q2	$12K	Hold	583	–	–	0.01%	924
2021 Q1	$11K	Hold	583	–	–	0.01%	858
2020 Q4	$10K	Buy	583 +28	+5%	+$470	0.01%	716
2020 Q3	$9K	Buy	+555	New	+$8.87K	0.01%	687

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Newbridge Financial Services Group's ADX Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 69 shares — an estimated $1.54K sold.

Newbridge Financial Services Group first reported a position in ADX in Q3 2020 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 201 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

Newbridge Financial Services Group reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 69 Adams Diversified Equity Fund shares in Q4 2025, an estimated $1.54K.
Newbridge Financial Services Group first reported a position in Adams Diversified Equity Fund in Q3 2020 and held it in 5 quarters.
Newbridge Financial Services Group's Adams Diversified Equity Fund position peaked at $12K in Q2 2021.
201 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.