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Adams Express Company shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Adams Express Company (ADX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Adams Express Company

Tip: Access up to 7 years of quarterly data

All positions including Adams Express Company held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adams Express Company by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $401k 19k 21.71

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Top funds holding Adams Express Company

Lazard Asset Management
Morgan Stanley
Saba Capital Management
Raymond James Financial
Cohen & Steers Capital Management
Royal Bank of Canada
Blue Bell Private Wealth Management
Bensler
1607 Capital Partners
Waterfront Wealth
LPL Financial
Wealth Enhancement Advisory Services
Allspring Global Investments Holdings
Advisors Asset Management
Stifel Financial

View all funds holding Adams Express Company