SIC
ADX icon

Samalin Investment Counsel’s Adams Diversified Equity Fund ADX Stock Holding History

Samalin Investment Counsel’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 		$1.66M Buy
65,105
+29,051
+81% +$712K 0.52% 48
2026
Q1 		$789K Buy
+36,054
New +$828K 0.28% 98

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Samalin Investment Counsel's ADX Position: Q2 2026 in Review

Samalin Investment Counsel increased its Adams Diversified Equity Fund (ADX) stake by 81% in Q2 2026, buying an estimated $712K and bringing the position to 65,105 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #48.

Samalin Investment Counsel first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Samalin Investment Counsel held 65,105 shares of Adams Diversified Equity Fund worth $1.66M as of Q2 2026.
  • Samalin Investment Counsel bought 29,051 Adams Diversified Equity Fund shares in Q2 2026, an estimated $712K.
  • Adams Diversified Equity Fund made up 0.52% of Samalin Investment Counsel's portfolio in Q2 2026, its #48 holding.
  • Samalin Investment Counsel first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.