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NewEdge Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

NewEdge 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 		$324K Hold
14,813
– – ﹤0.01% 945
2025
Q4 		$345K Hold
14,813
– – ﹤0.01% 973
2025
Q3 		$345K Hold
14,813
– – ﹤0.01% 842
2025
Q2 		$321K Hold
14,813
– – 0.01% 816
2025
Q1 		$281K Hold
14,813
– – 0.01% 787
2024
Q4 		$299K Hold
14,813
– – 0.01% 766
2024
Q3 		$319K Buy
+14,813
New +$315K 0.01% 711

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth's ADX Position: Q1 2026 in Review

NewEdge Wealth held its Adams Diversified Equity Fund (ADX) position steady in Q1 2026 at 14,813 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

NewEdge Wealth first reported a position in ADX in Q3 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • NewEdge Wealth held 14,813 shares of Adams Diversified Equity Fund worth $324K as of Q1 2026.
  • NewEdge Wealth left its Adams Diversified Equity Fund share count unchanged in Q1 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #945 holding.
  • NewEdge Wealth first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's Adams Diversified Equity Fund position peaked at $345K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.