UWP
ADX icon

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

Uniting Wealth Partners’s Portfolio ADX Stock Details ADX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$465K Buy
21,418
+1,032
+5% +$22.4K 0.18% 60
2025
Q1 		$387K Buy
20,386
+1,390
+7% +$26.4K 0.19% 59
2024
Q4 		$384K Buy
+18,996
New +$384K 0.19% 61