ADX

Adams Diversified Equity

Latest period2026 - Q2Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 17 superinvestors own shares of Adams Diversified Equity (ADX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Adams Diversified Equity (ADX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Adams Diversified Equity (ADX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Adams Diversified Equity (ADX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -8.44%
0.21%
$7.045M
275,750 shares@ 25.55 avg price
Jon Stolper@Stolper Co
Recent Activity
Increased 3.78%
0.71%
$2.749M
107,587 shares@ 25.56 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 1.92%
0.03%
$1.148M
44,936 shares@ 25.56 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 2.55%
0.03%
$1.029M
40,263 shares@ 25.56 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 1.92%
0.27%
$741,783
29,033 shares@ 25.55 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Increased 1.91%
0.1%
$478,302
18,720 shares@ 25.56 avg price
Aryn Sands@Bay Colony Advisory Group, Inc D B A Bay Colony Advisors
Recent Activity
Increased 1.74%
0.04%
$291,347
11,403 shares@ 25.56 avg price
Kerry Tallon@Post Resch Tallon Group Inc.
Recent Activity
New Position
0.18%
$253,490
9,921 shares@ 25.56 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
0.05%
$239,967
9,392 shares@ 25.56 avg price
Gabrielle Magdziarz@Lakeridge Wealth Management Llc
Recent Activity
New Position
0.08%
$204,486
8,003 shares@ 25.56 avg price

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