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 Q2	$507K	Buy	22,657 +54	+0.2%	+$1.32K	0.01%	955
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 $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

World Investment Advisors's ADX Position: Q2 2026 in Review

World Investment Advisors increased its Adams Diversified Equity Fund (ADX) stake by 0.24% in Q2 2026, buying an estimated $1.32K and bringing the position to 22,657 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #955.

World Investment Advisors first reported a position in ADX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q3 2024. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

World Investment Advisors held 22,657 shares of Adams Diversified Equity Fund worth $507K as of Q2 2026.
World Investment Advisors bought 54 Adams Diversified Equity Fund shares in Q2 2026, an estimated $1.32K.
Adams Diversified Equity Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #955 holding.
World Investment Advisors first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 6 quarters since.
World Investment Advisors's Adams Diversified Equity Fund position peaked at $1.64M in Q3 2024.
214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.