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Vista Investment Partners II’s Adams Diversified Equity Fund ADX Stock Holding History

Vista Investment Partners II’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 		$266K Hold
10,394
– – 0.1% 131
2026
Q1 		$228K Hold
10,394
– – 0.1% 138
2025
Q4 		$242K Hold
10,394
– – 0.1% 125
2025
Q3 		$232K Hold
10,394
– – 0.11% 119
2025
Q2 		$226K Buy
+10,394
New +$205K 0.11% 115

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PWA
Providence Wealth Advisors Frankfort, Illinois $170M AUM 35.79% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Vista Investment Partners II's ADX Position: Q2 2026 in Review

Vista Investment Partners II held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 10,394 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #131.

Vista Investment Partners II first reported a position in ADX in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Vista Investment Partners II held 10,394 shares of Adams Diversified Equity Fund worth $266K as of Q2 2026.
  • Vista Investment Partners II left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
  • Adams Diversified Equity Fund made up 0.1% of Vista Investment Partners II's portfolio in Q2 2026, its #131 holding.
  • Vista Investment Partners II first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.