P
ADX icon

&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
Q2 		$327K Buy
12,800
+1,241
+11% +$30.4K ﹤0.01% 2089
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 $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
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

&Partners's ADX Position: Q2 2026 in Review

&Partners increased its Adams Diversified Equity Fund (ADX) stake by 11% in Q2 2026, buying an estimated $30.4K and bringing the position to 12,800 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

&Partners first reported a position in ADX in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • &Partners held 12,800 shares of Adams Diversified Equity Fund worth $327K as of Q2 2026.
  • &Partners bought 1,241 Adams Diversified Equity Fund shares in Q2 2026, an estimated $30.4K.
  • Adams Diversified Equity Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2089 holding.
  • &Partners first reported a position in Adams Diversified Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.