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

Whipplewood 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
2025
Q3 		– Sell
-6
Closed -$130 – 309
2025
Q2 		$130 Sell
6
-2
-25% -$39 ﹤0.01% 1190
2025
Q1 		$114 Buy
8
+1
+14% +$20 ﹤0.01% 1200
2024
Q4 		$133 Buy
+7
New +$149 ﹤0.01% 1174

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Whipplewood Advisors's ADX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Adams Diversified Equity Fund (ADX) in Q3 2025, closing a stake of 6 shares — an estimated $130 sold.

Whipplewood Advisors first reported a position in ADX in Q4 2024 and held it in 3 quarters. The position peaked at $133 in Q4 2024. 191 funds tracked by Wall St. Rank hold ADX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Adams Diversified Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Adams Diversified Equity Fund shares in Q3 2025, an estimated $130.
  • Whipplewood Advisors first reported a position in Adams Diversified Equity Fund in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Adams Diversified Equity Fund position peaked at $133 in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.