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Sage Capital Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Sage Capital Advisors’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 		$478K Buy
18,720
+350
+2% +$8.58K 0.1% 109
2026
Q1 		$402K Buy
18,370
+756
+4% +$17.4K 0.09% 107
2025
Q4 		$411K Sell
17,614
-37
-0.2% -$847 0.1% 103
2025
Q3 		$394K Sell
17,651
-257
-1% -$5.61K 0.09% 110
2025
Q2 		$389K Sell
17,908
-1,804
-9% -$35.6K 0.1% 106
2025
Q1 		$374K Sell
19,712
-2,990
-13% -$60.1K 0.1% 106
2024
Q4 		$459K Sell
22,702
-2,700
-11% -$57.6K 0.12% 98
2024
Q3 		$548K Buy
25,402
+885
+4% +$18.8K 0.14% 92
2024
Q2 		$527K Buy
24,517
+1,671
+7% +$33.3K 0.15% 89
2024
Q1 		$446K Buy
22,846
+24
+0.1% +$446 0.13% 95
2023
Q4 		$404K Sell
22,822
-2,563
-10% -$43.5K 0.13% 91
2023
Q3 		$422K Buy
25,385
+932
+4% +$16K 0.16% 84
2023
Q2 		$411K Buy
24,453
+43
+0.2% +$683 0.14% 88
2023
Q1 		$380K Buy
24,410
+1,629
+7% +$24.8K 0.14% 85
2022
Q4 		$331K Buy
22,781
+1,122
+5% +$17K 0.15% 91
2022
Q3 		$316K Buy
+21,659
New +$349K 0.16% 85

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
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

Sage Capital Advisors's ADX Position: Q2 2026 in Review

Sage Capital Advisors increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q2 2026, buying an estimated $8.58K and bringing the position to 18,720 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #109.

Sage Capital Advisors first reported a position in ADX in Q3 2022 and has held it in 16 quarters since. The position peaked at $548K in Q3 2024. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Sage Capital Advisors held 18,720 shares of Adams Diversified Equity Fund worth $478K as of Q2 2026.
  • Sage Capital Advisors bought 350 Adams Diversified Equity Fund shares in Q2 2026, an estimated $8.58K.
  • Adams Diversified Equity Fund made up 0.1% of Sage Capital Advisors's portfolio in Q2 2026, its #109 holding.
  • Sage Capital Advisors first reported a position in Adams Diversified Equity Fund in Q3 2022 and has held it in 16 quarters since.
  • Sage Capital Advisors's Adams Diversified Equity Fund position peaked at $548K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.