Stratos Wealth Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Stratos Wealth Partners’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	$530K	Buy	20,758 +5,160	+33%	+$126K	0.01%	1116
2026 Q1	$341K	Buy	15,598 +1,759	+13%	+$40.4K	﹤0.01%	1251
2025 Q4	$323K	Buy	13,839 +4,116	+42%	+$94.3K	﹤0.01%	1245
2025 Q3	$217K	Buy	+9,723	New	+$212K	﹤0.01%	1425

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

Stratos Wealth Partners's ADX Position: Q2 2026 in Review

Stratos Wealth Partners increased its Adams Diversified Equity Fund (ADX) stake by 33% in Q2 2026, buying an estimated $126K and bringing the position to 20,758 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #1116.

Stratos Wealth Partners first reported a position in ADX in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Stratos Wealth Partners held 20,758 shares of Adams Diversified Equity Fund worth $530K as of Q2 2026.
Stratos Wealth Partners bought 5,160 Adams Diversified Equity Fund shares in Q2 2026, an estimated $126K.
Adams Diversified Equity Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1116 holding.
Stratos Wealth Partners first reported a position in Adams Diversified Equity Fund in Q3 2025 and has held it in 4 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.