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

Snowden 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 Q1	$233K	Buy	10,624 +208	+2%	+$4.77K	0.01%	1145
2025 Q4	$243K	Buy	10,416 +202	+2%	+$4.63K	0.01%	1134
2025 Q3	$228K	Buy	10,214 +208	+2%	+$4.54K	0.01%	1141
2025 Q2	$217K	Buy	+10,006	New	+$197K	0.01%	1140
2024 Q2	–	Sell	-13,437	Closed	-$262K	–	1185
2024 Q1	$262K	Hold	13,437	–	–	0.01%	1017
2023 Q4	$238K	Buy	13,437 +847	+7%	+$14.4K	0.01%	1016
2023 Q3	$209K	Sell	12,590 -2,829	-18%	-$48.7K	0.01%	1003
2023 Q2	$259K	Buy	+15,419	New	+$245K	0.01%	1013

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snowden Capital Advisors's ADX Position: Q1 2026 in Review

Snowden Capital Advisors increased its Adams Diversified Equity Fund (ADX) stake by 2% in Q1 2026, buying an estimated $4.77K and bringing the position to 10,624 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1145.

Snowden Capital Advisors first reported a position in ADX in Q2 2023 and has held it in 8 quarters since. The position peaked at $262K in Q1 2024. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Snowden Capital Advisors held 10,624 shares of Adams Diversified Equity Fund worth $233K as of Q1 2026.
Snowden Capital Advisors bought 208 Adams Diversified Equity Fund shares in Q1 2026, an estimated $4.77K.
Adams Diversified Equity Fund made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1145 holding.
Snowden Capital Advisors first reported a position in Adams Diversified Equity Fund in Q2 2023 and has held it in 8 quarters since.
Snowden Capital Advisors's Adams Diversified Equity Fund position peaked at $262K in Q1 2024.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.