Steward Partners Investment Advisory’s Adams Diversified Equity Fund ADX Stock Holding History

Steward Partners Investment Advisory’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	$1.57M	Buy	61,569 +8,300	+16%	+$203K	0.01%	1044
2026 Q1	$1.17M	Buy	53,269 +44,806	+529%	+$1.03M	0.01%	1082
2025 Q4	$197K	Sell	8,463 -926	-10%	-$21.2K	﹤0.01%	1941
2025 Q3	$209K	Buy	9,389 +3,847	+69%	+$84K	﹤0.01%	1846
2025 Q2	$120K	Buy	5,542 +311	+6%	+$6.13K	﹤0.01%	2002
2025 Q1	$99.3K	Sell	5,231 -1,456	-22%	-$29.2K	﹤0.01%	2022
2024 Q4	$135K	Buy	6,687 +576	+9%	+$12.3K	﹤0.01%	1823
2024 Q3	$132K	Sell	6,111 -425	-7%	-$9.04K	﹤0.01%	1736
2024 Q2	$140K	Buy	6,536 +750	+13%	+$15K	﹤0.01%	1621
2024 Q1	$113K	Hold	5,786	–	–	﹤0.01%	1702
2023 Q4	$102K	Buy	5,786 +366	+7%	+$6.22K	﹤0.01%	1692
2023 Q3	$90.2K	Hold	5,420	–	–	﹤0.01%	1628
2023 Q2	$91.1K	Hold	5,420	–	–	﹤0.01%	1622
2023 Q1	$84.3K	Buy	+5,420	New	+$82.5K	﹤0.01%	1652
2022 Q4	–	Sell	-800	Closed	-$12K	–	3353
2022 Q3	$12K	Sell	800 -5,233	-87%	-$84.3K	﹤0.01%	2432
2022 Q2	$93K	Sell	6,033 -9,902	-62%	-$164K	﹤0.01%	1519
2022 Q1	$294K	Buy	15,935 +35	+0.2%	+$637	﹤0.01%	1149
2021 Q4	$309K	Buy	15,900 +2,046	+15%	+$41.1K	﹤0.01%	1121
2021 Q3	$274K	Buy	13,854 +3,652	+36%	+$74K	﹤0.01%	1136
2021 Q2	$202K	Sell	10,202 -9,073	-47%	-$174K	﹤0.01%	1545
2021 Q1	$352K	Buy	19,275 +7,579	+65%	+$135K	0.01%	1034
2020 Q4	$202K	Buy	11,696 +1,368	+13%	+$23K	﹤0.01%	1067
2020 Q3	$167K	Buy	10,328 +3,100	+43%	+$49.6K	﹤0.01%	1009
2020 Q2	$108K	Buy	7,228 +1,600	+28%	+$22.7K	﹤0.01%	1118
2020 Q1	$70K	Buy	5,628 +4,550	+422%	+$67.7K	﹤0.01%	1133
2019 Q4	$17K	Hold	1,078	–	–	﹤0.01%	1812
2019 Q3	$17K	Hold	1,078	–	–	﹤0.01%	1772
2019 Q2	$16K	Buy	+1,078	New	+$16.2K	﹤0.01%	1777
2018 Q4	–	Sell	-954	Closed	-$16K	–	794
2018 Q3	$16K	Buy	+954	New	+$15.4K	﹤0.01%	1645

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

Steward Partners Investment Advisory's ADX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Adams Diversified Equity Fund (ADX) stake by 16% in Q2 2026, buying an estimated $203K and bringing the position to 61,569 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1044.

Steward Partners Investment Advisory first reported a position in ADX in Q3 2018 and has held it in 29 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Steward Partners Investment Advisory held 61,569 shares of Adams Diversified Equity Fund worth $1.57M as of Q2 2026.
Steward Partners Investment Advisory bought 8,300 Adams Diversified Equity Fund shares in Q2 2026, an estimated $203K.
Adams Diversified Equity Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1044 holding.
Steward Partners Investment Advisory first reported a position in Adams Diversified Equity Fund in Q3 2018 and has held it in 29 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.