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MassMutual Private Wealth & Trust’s Adams Diversified Equity Fund ADX Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.15M Buy
44,936
+843
+2% +$20.7K 0.03% 236
2026
Q1 		$965K Sell
44,093
-1,209
-3% -$27.8K 0.03% 242
2025
Q4 		$1.06M Buy
45,302
+892
+2% +$20.4K 0.03% 236
2025
Q3 		$990K Hold
44,410
– – 0.03% 239
2025
Q2 		$964K Buy
44,410
+979
+2% +$19.3K 0.03% 246
2025
Q1 		$825K Sell
43,431
-7,974
-16% -$160K 0.02% 266
2024
Q4 		$1.04M Buy
51,405
+4,440
+9% +$94.7K 0.03% 247
2024
Q3 		$1.01M Buy
46,965
+950
+2% +$20.2K 0.03% 239
2024
Q2 		$989K Hold
46,015
– – 0.03% 238
2024
Q1 		$898K Hold
46,015
– – 0.03% 244
2023
Q4 		$815K Hold
46,015
– – 0.03% 242
2023
Q3 		$766K Sell
46,015
-1,220
-3% -$21K 0.03% 242
2023
Q2 		$794K Hold
47,235
– – 0.03% 237
2023
Q1 		$735K Sell
47,235
-5,000
-10% -$76.1K 0.03% 244
2022
Q4 		$759K Buy
+52,235
New +$791K 0.03% 246
2016
Q2 		$1.76K Sell
139
-3,110
-96% -$39.4K ﹤0.01% 633
2016
Q1 		$41.1K Buy
+3,249
New +$39K 0.01% 379
2015
Q4 		– Sell
-216
Closed -$3.01K – 819
2015
Q3 		$3.01K Buy
+216
New +$2.94K ﹤0.01% 678
2014
Q4 		– Sell
-216
Closed -$3.01K – 597
2014
Q3 		$3.01K Buy
+216
New +$3.01K ﹤0.01% 653

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MassMutual Private Wealth & Trust's ADX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Adams Diversified Equity Fund (ADX) stake by 1.9% in Q2 2026, buying an estimated $20.7K and bringing the position to 44,936 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #236.

MassMutual Private Wealth & Trust first reported a position in ADX in Q3 2014 and has held it in 19 quarters since. 91 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 44,936 shares of Adams Diversified Equity Fund worth $1.15M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 843 Adams Diversified Equity Fund shares in Q2 2026, an estimated $20.7K.
  • Adams Diversified Equity Fund made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #236 holding.
  • MassMutual Private Wealth & Trust first reported a position in Adams Diversified Equity Fund in Q3 2014 and has held it in 19 quarters since.
  • 91 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.