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

Uniting 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	$593K	Buy	23,192 +436	+2%	+$10.7K	0.12%	109
2026 Q1	$498K	Buy	22,756 +450	+2%	+$10.3K	0.11%	109
2025 Q4	$520K	Buy	22,306 +439	+2%	+$10.1K	0.16%	79
2025 Q3	$488K	Buy	21,867 +449	+2%	+$9.81K	0.12%	100
2025 Q2	$465K	Buy	21,418 +1,032	+5%	+$20.3K	0.18%	60
2025 Q1	$387K	Buy	20,386 +1,390	+7%	+$27.9K	0.19%	59
2024 Q4	$384K	Buy	+18,996	New	+$405K	0.19%	61

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

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

Uniting Wealth Partners increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 23,192 shares worth $593K. The position accounts for 0.12% of the portfolio, ranked #109.

Uniting Wealth Partners first reported a position in ADX in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Uniting Wealth Partners held 23,192 shares of Adams Diversified Equity Fund worth $593K as of Q2 2026.
Uniting Wealth Partners bought 436 Adams Diversified Equity Fund shares in Q2 2026, an estimated $10.7K.
Adams Diversified Equity Fund made up 0.12% of Uniting Wealth Partners's portfolio in Q2 2026, its #109 holding.
Uniting Wealth Partners first reported a position in Adams Diversified Equity Fund in Q4 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.