Wealth Enhancement Advisory Services’s Adams Diversified Equity Fund ADX Stock Holding History

Wealth Enhancement Advisory Services’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	$7.3M	Buy	279,405 +7,947	+3%	+$195K	0.01%	814
2026 Q1	$6.09M	Sell	271,458 -159,493	-37%	-$3.66M	0.01%	804
2025 Q4	$10.1M	Buy	430,951 +5,457	+1%	+$125K	0.01%	695
2025 Q3	$9.55M	Sell	425,494 -2,863	-0.7%	-$62.5K	0.01%	678
2025 Q2	$9.38M	Buy	428,357 +14,834	+4%	+$292K	0.02%	658
2025 Q1	$7.85M	Sell	413,523 -11,798	-3%	-$237K	0.02%	667
2024 Q4	$8.59M	Buy	425,321 +35,419	+9%	+$756K	0.02%	615
2024 Q3	$8.41M	Sell	389,902 -22,409	-5%	-$477K	0.02%	568
2024 Q2	$8.86M	Buy	412,311 +4,773	+1%	+$95.2K	0.02%	515
2024 Q1	$7.96M	Buy	407,538 +10,390	+3%	+$193K	0.02%	539
2023 Q4	$7.03M	Buy	397,148 +53,125	+15%	+$902K	0.02%	508
2023 Q3	$5.72M	Buy	344,023 +325,446	+1,752%	+$5.6M	0.02%	548
2023 Q2	$312K	Hold	18,577	–	–	﹤0.01%	431
2023 Q1	$289K	Buy	+18,577	New	+$283K	﹤0.01%	443

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

Wealth Enhancement Advisory Services's ADX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Adams Diversified Equity Fund (ADX) stake by 2.9% in Q2 2026, buying an estimated $195K and bringing the position to 279,405 shares worth $7.3M. The position accounts for 0.01% of the portfolio, ranked #814.

Wealth Enhancement Advisory Services first reported a position in ADX in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2025. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Wealth Enhancement Advisory Services held 279,405 shares of Adams Diversified Equity Fund worth $7.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,947 Adams Diversified Equity Fund shares in Q2 2026, an estimated $195K.
Adams Diversified Equity Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #814 holding.
Wealth Enhancement Advisory Services first reported a position in Adams Diversified Equity Fund in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's Adams Diversified Equity Fund position peaked at $10.1M in Q4 2025.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.