Retirement Planning Group (New York)’s Adams Diversified Equity Fund ADX Stock Holding History

Retirement Planning Group (New York)’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	$519K	Buy	+20,305	New	+$498K	0.28%	60

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

Retirement Planning Group (New York)'s ADX Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 20,305 shares worth $519K. The stake represents 0.28% of the portfolio and ranks #60 among its holdings.

214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Retirement Planning Group (New York) held 20,305 shares of Adams Diversified Equity Fund worth $519K as of Q2 2026.
Adams Diversified Equity Fund was a new Retirement Planning Group (New York) position in Q2 2026.
Adams Diversified Equity Fund made up 0.28% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #60 holding.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.