Root Financial Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Root Financial Partners’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	-81	Closed	-$1.77K	–	457
2026 Q1	$1.77K	Buy	+81	New	+$1.86K	﹤0.01%	2367

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

Root Financial Partners's ADX Position: Q2 2026 in Review

Root Financial Partners sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 81 shares — an estimated $1.77K sold.

Root Financial Partners first reported a position in ADX in Q1 2026 and held it in 1 quarter. The position peaked at $1.77K in Q1 2026. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Root Financial Partners reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 81 Adams Diversified Equity Fund shares in Q2 2026, an estimated $1.77K.
Root Financial Partners first reported a position in Adams Diversified Equity Fund in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Adams Diversified Equity Fund position peaked at $1.77K in Q1 2026.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.