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

World 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	$495K	Buy	22,603 +9,236	+69%	+$212K	0.01%	993
2025 Q4	$312K	Buy	13,367 +2,958	+28%	+$67.7K	0.01%	1169
2025 Q3	$232K	Buy	+10,409	New	+$227K	﹤0.01%	1101
2025 Q1	–	Sell	-33,259	Closed	-$672K	–	1052
2024 Q4	$672K	Sell	33,259 -42,882	-56%	-$915K	0.02%	573
2024 Q3	$1.64M	Buy	+76,141	New	+$1.62M	0.05%	326

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

World Investment Advisors increased its Adams Diversified Equity Fund (ADX) stake by 69% in Q1 2026, buying an estimated $212K and bringing the position to 22,603 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #993.

World Investment Advisors first reported a position in ADX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2024. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

World Investment Advisors held 22,603 shares of Adams Diversified Equity Fund worth $495K as of Q1 2026.
World Investment Advisors bought 9,236 Adams Diversified Equity Fund shares in Q1 2026, an estimated $212K.
Adams Diversified Equity Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #993 holding.
World Investment Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 5 quarters since.
World Investment Advisors's Adams Diversified Equity Fund position peaked at $1.64M in Q3 2024.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.