Wealthspire Advisors (New York)’s Adams Diversified Equity Fund ADX Stock Holding History

Wealthspire Advisors (New York)’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	$1.35M	Buy	52,729 +1,508	+3%	+$37K	0.01%	500
2026 Q1	$1.12M	Buy	+51,221	New	+$1.18M	0.01%	386

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

Wealthspire Advisors (New York)'s ADX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Adams Diversified Equity Fund (ADX) stake by 2.9% in Q2 2026, buying an estimated $37K and bringing the position to 52,729 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #500.

Wealthspire Advisors (New York) first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Wealthspire Advisors (New York) held 52,729 shares of Adams Diversified Equity Fund worth $1.35M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,508 Adams Diversified Equity Fund shares in Q2 2026, an estimated $37K.
Adams Diversified Equity Fund made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #500 holding.
Wealthspire Advisors (New York) first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.