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MinichMacGregor Wealth Management, LLC → ADX
MinichMacGregor Wealth Management, LLC ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
5
Latest value
$449K
Q3 2026
Peak value
$506K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $482K |
| Q4 2025 | $506K |
| Q1 2026 | $369K |
| Q2 2026 | $439K |
| Q3 2026 | $449K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $449K | 17.5K | — | — |
| Q2 2026 | $439K | 17.2K | — | — |
| Q1 2026 | $369K | 16.9K | — | — |
| Q4 2025 | $506K | 15.5K | — | — |
| Q3 2025 | $482K | 136.2K | — | — |
Other funds holding ADX
$29.4M
$20.8M
$19.1M
$19M
$18.2M
$16.7M