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Vantage Financial Partners (Wisconsin)’s Adams Diversified Equity Fund ADX Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$241K Buy
10,333
+204
+2% +$4.67K 0.05% 186
2025
Q3 		$226K Buy
10,129
+207
+2% +$4.52K 0.05% 193
2025
Q2 		$215K Buy
+9,922
New +$196K 0.05% 185

Other funds holding ADX

Lazard Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ADX Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Adams Diversified Equity Fund (ADX) stake by 2% in Q4 2025, buying an estimated $4.67K and bringing the position to 10,333 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #186.

Vantage Financial Partners (Wisconsin) first reported a position in ADX in Q2 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 10,333 shares of Adams Diversified Equity Fund worth $241K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 204 Adams Diversified Equity Fund shares in Q4 2025, an estimated $4.67K.
  • Adams Diversified Equity Fund made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #186 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.