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Westfuller Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Westfuller 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 		$29.1K Buy
1,328
+26
+2% +$597 0.01% 317
2025
Q4 		$30.4K Buy
1,302
+26
+2% +$595 0.01% 333
2025
Q3 		$28.5K Buy
+1,276
New +$27.9K 0.01% 334

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 $969M AUM 20.69% 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

Westfuller Advisors's ADX Position: Q1 2026 in Review

Westfuller Advisors increased its Adams Diversified Equity Fund (ADX) stake by 2% in Q1 2026, buying an estimated $597 and bringing the position to 1,328 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #317.

Westfuller Advisors first reported a position in ADX in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.4K in Q4 2025. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • Westfuller Advisors held 1,328 shares of Adams Diversified Equity Fund worth $29.1K as of Q1 2026.
  • Westfuller Advisors bought 26 Adams Diversified Equity Fund shares in Q1 2026, an estimated $597.
  • Adams Diversified Equity Fund made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #317 holding.
  • Westfuller Advisors first reported a position in Adams Diversified Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Adams Diversified Equity Fund position peaked at $30.4K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

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