Scarborough Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Scarborough 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	–	Sell	-3,500	Closed	-$76.6K	–	164
2026 Q1	$76.6K	Buy	3,500 +70	+2%	+$1.61K	0.01%	204
2025 Q4	$80K	Buy	3,430 +67	+2%	+$1.53K	0.01%	117
2025 Q3	$75K	Buy	3,363 +69	+2%	+$1.51K	0.01%	117
2025 Q2	$71.5K	Buy	+3,294	New	+$64.9K	0.01%	116
2024 Q3	–	Sell	-2,820	Closed	-$60.6K	–	109
2024 Q2	$60.6K	Buy	2,820 +7	+0.2%	+$140	0.02%	86
2024 Q1	$54.9K	Buy	2,813 +3	+0.1%	+$56	0.03%	94
2023 Q4	$49.8K	Buy	+2,810	New	+$47.7K	0.01%	168

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

Scarborough Advisors's ADX Position: Q2 2026 in Review

Scarborough Advisors sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 3,500 shares — an estimated $76.6K sold.

Scarborough Advisors first reported a position in ADX in Q4 2023 and held it in 7 quarters. The position peaked at $80K in Q4 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Scarborough Advisors reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 3,500 Adams Diversified Equity Fund shares in Q2 2026, an estimated $76.6K.
Scarborough Advisors first reported a position in Adams Diversified Equity Fund in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Adams Diversified Equity Fund position peaked at $80K in Q4 2025.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.