Venture Visionary Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Venture Visionary 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 Q3	$426K	Buy	+16,597	New	+$430K	0.01%	498

Other funds holding ADX

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Venture Visionary Partners's ADX Position: Q3 2026 in Review

Venture Visionary Partners opened a new position in Adams Diversified Equity Fund (ADX) in Q3 2026: 16,597 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings.

13 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

Venture Visionary Partners held 16,597 shares of Adams Diversified Equity Fund worth $426K as of Q3 2026.
Adams Diversified Equity Fund was a new Venture Visionary Partners position in Q3 2026.
Adams Diversified Equity Fund made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #498 holding.
13 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.