Readystate Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Readystate Asset Management’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
2025 Q4	–	Sell	-32,106	Closed	-$716K	–	387
2025 Q3	$716K	Buy	+32,106	New	+$701K	0.03%	215
2025 Q2	–	Sell	-48,956	Closed	-$930K	–	614
2025 Q1	$930K	Buy	48,956 +20,015	+69%	+$402K	0.03%	390
2024 Q4	$585K	Buy	+28,941	New	+$617K	0.02%	454

Other funds holding ADX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Readystate Asset Management's ADX Position: Q4 2025 in Review

Readystate Asset Management sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 32,106 shares — an estimated $716K sold.

Readystate Asset Management first reported a position in ADX in Q4 2024 and held it in 3 quarters. The position peaked at $930K in Q1 2025. 201 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

Readystate Asset Management reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
Readystate Asset Management sold 32,106 Adams Diversified Equity Fund shares in Q4 2025, an estimated $716K.
Readystate Asset Management first reported a position in Adams Diversified Equity Fund in Q4 2024 and held it in 3 quarters.
Readystate Asset Management's Adams Diversified Equity Fund position peaked at $930K in Q1 2025.
201 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Readystate Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.