Prevail Innovative Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Prevail Innovative Wealth Advisors’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	$574K	Buy	+22,448	New	+$550K	0.09%	127
2026 Q1	–	Sell	-9,846	Closed	-$230K	–	179
2025 Q4	$230K	Sell	9,846 -68,708	-87%	-$1.57M	0.04%	177
2025 Q3	$1.75M	Buy	78,554 +53,172	+209%	+$1.16M	0.34%	106
2025 Q2	$551K	Buy	+25,382	New	+$500K	0.12%	164
2025 Q1	–	Sell	-125,682	Closed	-$2.54M	–	170
2024 Q4	$2.54M	Sell	125,682 -168,861	-57%	-$3.6M	0.74%	52
2024 Q3	$6.35M	Buy	294,543 +74,694	+34%	+$1.59M	1.93%	6
2024 Q2	$4.72M	Buy	219,849 +23,971	+12%	+$478K	1.67%	8
2024 Q1	$3.82M	Sell	195,878 -116,160	-37%	-$2.16M	1.42%	12
2023 Q4	$5.53M	Sell	312,038 -18,635	-6%	-$316K	2.64%	3
2023 Q3	$5.5M	Buy	330,673 +64,942	+24%	+$1.12M	2.86%	3
2023 Q2	$4.47M	Buy	+265,731	New	+$4.22M	2.45%	9

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

Prevail Innovative Wealth Advisors's ADX Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 22,448 shares worth $574K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in ADX as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in ADX in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.35M in Q3 2024. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Prevail Innovative Wealth Advisors held 22,448 shares of Adams Diversified Equity Fund worth $574K as of Q2 2026.
Adams Diversified Equity Fund was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Adams Diversified Equity Fund made up 0.09% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Prevail Innovative Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q2 2023 and has held it in 11 quarters since.
Prevail Innovative Wealth Advisors's Adams Diversified Equity Fund position peaked at $6.35M in Q3 2024.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.