Pinnacle Wealth Planning Services’s Adams Diversified Equity Fund ADX Stock Holding History

Pinnacle Wealth Planning Services’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	–	Sell	-1,026	Closed	-$22.5K	–	2751
2026 Q1	$22.5K	Sell	1,026 -2,132	-68%	-$48.9K	﹤0.01%	1641
2025 Q4	$73.6K	Buy	+3,158	New	+$72.3K	0.01%	962
2023 Q3	–	Sell	-10,146	Closed	-$171K	–	453
2023 Q2	$171K	Sell	10,146 -295	-3%	-$4.69K	0.03%	396
2023 Q1	$162K	Buy	+10,441	New	+$159K	0.03%	415
2021 Q1	–	Sell	-7,188	Closed	-$124K	–	368
2020 Q4	$124K	Buy	+7,188	New	+$121K	0.03%	392

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

Pinnacle Wealth Planning Services's ADX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 1,026 shares — an estimated $22.5K sold.

Pinnacle Wealth Planning Services first reported a position in ADX in Q4 2020 and held it in 5 quarters. The position peaked at $171K in Q2 2023. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 1,026 Adams Diversified Equity Fund shares in Q2 2026, an estimated $22.5K.
Pinnacle Wealth Planning Services first reported a position in Adams Diversified Equity Fund in Q4 2020 and held it in 5 quarters.
Pinnacle Wealth Planning Services's Adams Diversified Equity Fund position peaked at $171K in Q2 2023.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.