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&Partners’s Adams Diversified Equity Fund ADX Stock Holding History

&Partners’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 		$253K Buy
11,559
+228
+2% +$5.23K ﹤0.01% 2099
2025
Q4 		$264K Buy
+11,331
New +$259K ﹤0.01% 1994

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 $1.13B AUM 38.91% 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

&Partners's ADX Position: Q1 2026 in Review

&Partners increased its Adams Diversified Equity Fund (ADX) stake by 2% in Q1 2026, buying an estimated $5.23K and bringing the position to 11,559 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

&Partners first reported a position in ADX in Q4 2025 and has held it in 2 quarters since. The position peaked at $264K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • &Partners held 11,559 shares of Adams Diversified Equity Fund worth $253K as of Q1 2026.
  • &Partners bought 228 Adams Diversified Equity Fund shares in Q1 2026, an estimated $5.23K.
  • Adams Diversified Equity Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2099 holding.
  • &Partners first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • &Partners's Adams Diversified Equity Fund position peaked at $264K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.