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Westbourne Investment Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Westbourne Investment Advisors’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
Q1 		$1.83M Buy
83,400
+9,200
+12% +$211K 0.53% 37
2025
Q4 		$1.73M Sell
74,200
-1,200
-2% -$27.5K 0.48% 36
2025
Q3 		$1.68M Buy
75,400
+3,900
+5% +$85.2K 0.47% 36
2025
Q2 		$1.55M Buy
+71,500
New +$1.41M 0.47% 39

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Westbourne Investment Advisors's ADX Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Adams Diversified Equity Fund (ADX) stake by 12% in Q1 2026, buying an estimated $211K and bringing the position to 83,400 shares worth $1.83M. The position accounts for 0.53% of the portfolio, ranked #37.

Westbourne Investment Advisors first reported a position in ADX in Q2 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Westbourne Investment Advisors held 83,400 shares of Adams Diversified Equity Fund worth $1.83M as of Q1 2026.
  • Westbourne Investment Advisors bought 9,200 Adams Diversified Equity Fund shares in Q1 2026, an estimated $211K.
  • Adams Diversified Equity Fund made up 0.53% of Westbourne Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Westbourne Investment Advisors first reported a position in Adams Diversified Equity Fund in Q2 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.