Resources Management Corp’s Adams Diversified Equity Fund ADX Stock Holding History

Resources Management Corp’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	-4,046	Closed	-$89K	–	191
2026 Q1	$89K	Buy	+4,046	New	+$92.9K	0.01%	236
2024 Q1	–	Sell	-75	Closed	-$1K	–	425
2023 Q4	$1K	Hold	75	–	–	﹤0.01%	423
2023 Q3	$1K	Hold	75	–	–	﹤0.01%	422
2023 Q2	$1K	Sell	75 -2,572	-97%	-$40.9K	﹤0.01%	428
2023 Q1	$1.08M	Buy	2,647 +2,572	+3,429%	+$39.2K	0.17%	100
2022 Q4	$1K	Hold	75	–	–	﹤0.01%	438
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	461
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	485
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	479
2021 Q4	$1K	Hold	75	–	–	﹤0.01%	493
2021 Q3	$1K	Hold	75	–	–	﹤0.01%	469
2021 Q2	$1K	Hold	75	–	–	﹤0.01%	479
2021 Q1	$1K	Hold	75	–	–	﹤0.01%	487
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	476
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	431
2020 Q2	$1K	Hold	75	–	–	﹤0.01%	462
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	466
2019 Q4	$1K	Hold	75	–	–	﹤0.01%	443
2019 Q3	$1K	Buy	+75	New	+$1.18K	﹤0.01%	492
2018 Q4	$0	Buy	+75	New	+$1.1K	﹤0.01%	493

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

Resources Management Corp's ADX Position: Q2 2026 in Review

Resources Management Corp sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 4,046 shares — an estimated $89K sold.

Resources Management Corp first reported a position in ADX in Q4 2018 and held it in 20 quarters. The position peaked at $1.08M in Q1 2023. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Resources Management Corp reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 4,046 Adams Diversified Equity Fund shares in Q2 2026, an estimated $89K.
Resources Management Corp first reported a position in Adams Diversified Equity Fund in Q4 2018 and held it in 20 quarters.
Resources Management Corp's Adams Diversified Equity Fund position peaked at $1.08M in Q1 2023.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.