RhumbLine Advisers’s Adamas Trust ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Buy
227,057
+3,397
+2% +$27.1K ﹤0.01% 1952
2025
Q4
$1.63M Sell
223,660
-27,741
-11% -$197K ﹤0.01% 1980
2025
Q3
$1.75M Sell
251,401
-12,536
-5% -$87.1K ﹤0.01% 1987
2025
Q2
$1.77M Buy
263,937
+3,535
+1% +$22.4K ﹤0.01% 1953
2025
Q1
$1.69M Sell
260,402
-16,721
-6% -$106K ﹤0.01% 1900
2024
Q4
$1.68M Buy
277,123
+14,104
+5% +$82.9K ﹤0.01% 1980
2024
Q3
$1.66M Sell
263,019
-11,002
-4% -$70.8K ﹤0.01% 2003
2024
Q2
$1.6M Sell
274,021
-4,753
-2% -$30.5K ﹤0.01% 2003
2024
Q1
$2.01M Sell
278,774
-12,834
-4% -$97.8K ﹤0.01% 1913
2023
Q4
$2.49M Sell
291,608
-16,085
-5% -$136K ﹤0.01% 1802
2023
Q3
$2.61M Sell
307,693
-1,130
-0.4% -$10.7K ﹤0.01% 1731
2023
Q2
$3.06M Sell
308,823
-7,676
-2% -$76.2K ﹤0.01% 1668
2023
Q1
$3.15M Buy
316,499
+7,806
+3% +$84.6K ﹤0.01% 1577
2022
Q4
$3.16M Buy
308,693
+12,622
+4% +$134K ﹤0.01% 1555
2022
Q3
$2.77M Buy
296,071
+8,254
+3% +$93.6K ﹤0.01% 1592
2022
Q2
$3.18M Buy
287,817
+12,494
+5% +$153K ﹤0.01% 1506
2022
Q1
$4.02M Buy
275,323
+914
+0.3% +$13.4K 0.01% 1448
2021
Q4
$4.08M Sell
274,409
-631
-0.2% -$10.3K 0.01% 1476
2021
Q3
$4.69M Sell
275,040
-35,658
-11% -$620K 0.01% 1396
2021
Q2
$5.55M Sell
310,698
-15,227
-5% -$277K 0.01% 1369
2021
Q1
$5.83M Buy
325,925
+5,248
+2% +$86.4K 0.01% 1326
2020
Q4
$4.73M Buy
320,677
+37,010
+13% +$468K 0.01% 1388
2020
Q3
$2.89M Sell
283,667
-16,789
-6% -$175K ﹤0.01% 1485
2020
Q2
$3.14M Sell
300,456
-7,718
-3% -$67.7K 0.01% 1466
2020
Q1
$1.91M Buy
308,174
+81,590
+36% +$1.72M ﹤0.01% 1572
2019
Q4
$5.65M Buy
226,584
+34,505
+18% +$855K 0.01% 1181
2019
Q3
$4.68M Buy
192,079
+41,325
+27% +$1.02M 0.01% 1224
2019
Q2
$3.74M Buy
150,754
+25,239
+20% +$623K 0.01% 1361
2019
Q1
$3.06M Buy
125,515
+17,365
+16% +$427K 0.01% 1463
2018
Q4
$2.55M Buy
108,150
+28,376
+36% +$686K 0.01% 1506
2018
Q3
$1.94M Buy
79,774
+12,824
+19% +$321K ﹤0.01% 1677
2018
Q2
$1.61M Buy
66,950
+2,326
+4% +$56.7K ﹤0.01% 1789
2018
Q1
$1.53M Buy
64,624
+36,656
+131% +$860K ﹤0.01% 1747
2017
Q4
$690K Sell
27,968
-4,958
-15% -$125K ﹤0.01% 2101
2017
Q3
$810K Buy
32,926
+217
+0.7% +$5.42K ﹤0.01% 2082
2017
Q2
$814K Sell
32,709
-311
-0.9% -$7.83K ﹤0.01% 2053
2017
Q1
$815K Buy
33,020
+1,189
+4% +$30.7K ﹤0.01% 2018
2016
Q4
$840K Sell
31,831
-935
-3% -$23.7K ﹤0.01% 1950
2016
Q3
$789K Buy
32,766
+290
+0.9% +$7.16K ﹤0.01% 1953
2016
Q2
$792K Sell
32,476
-8,081
-20% -$180K ﹤0.01% 1930
2016
Q1
$769K Buy
40,557
+3,867
+11% +$72.5K ﹤0.01% 1961
2015
Q4
$782K Buy
36,690
+1,695
+5% +$38.3K ﹤0.01% 1962
2015
Q3
$768K Buy
34,995
+2,191
+7% +$60.8K ﹤0.01% 1945
2015
Q2
$981K Sell
32,804
-761
-2% -$23.8K ﹤0.01% 1884
2015
Q1
$1.04M Buy
33,565
+2,825
+9% +$88.2K ﹤0.01% 1834
2014
Q4
$948K Buy
30,740
+4,819
+19% +$150K ﹤0.01% 1851
2014
Q3
$750K Hold
25,921
﹤0.01% 1948
2014
Q2
$810K Buy
25,921
+4,382
+20% +$135K ﹤0.01% 1967
2014
Q1
$670K Buy
21,539
+1,275
+6% +$37.6K ﹤0.01% 2038
2013
Q4
$567K Sell
20,264
-1,425
-7% -$38.2K ﹤0.01% 2175
2013
Q3
$542K Sell
21,689
-142
-0.7% -$3.57K ﹤0.01% 2161
2013
Q2
$591K Buy
+21,831
New +$615K ﹤0.01% 2137

Other funds holding ADAM

RhumbLine Advisers's ADAM Position: Q1 2026 in Review

RhumbLine Advisers increased its Adamas Trust (ADAM) stake by 1.5% in Q1 2026, buying an estimated $27.1K and bringing the position to 227,057 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

RhumbLine Advisers first reported a position in ADAM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.83M in Q1 2021. 186 funds tracked by Wall St. Rank hold ADAM as of Q1 2026.

  • RhumbLine Advisers held 227,057 shares of Adamas Trust worth $1.67M as of Q1 2026.
  • RhumbLine Advisers bought 3,397 Adamas Trust shares in Q1 2026, an estimated $27.1K.
  • Adamas Trust made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #1952 holding.
  • RhumbLine Advisers first reported a position in Adamas Trust in Q2 2013 and has held it in 52 quarters since.
  • RhumbLine Advisers's Adamas Trust position peaked at $5.83M in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.