Plante Moran Financial Advisors’s Adamas Trust ADAM Stock Holding History

Plante Moran Financial Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235	Buy	+25	New	+$215	﹤0.01%	1406

Other funds holding ADAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PNC

Point Nemo Capital Dripping Springs, Texas $197M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Plante Moran Financial Advisors's ADAM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Adamas Trust (ADAM) in Q2 2026: 25 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

86 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

Plante Moran Financial Advisors held 25 shares of Adamas Trust worth $235 as of Q2 2026.
Adamas Trust was a new Plante Moran Financial Advisors position in Q2 2026.
Adamas Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1406 holding.
86 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.