Mercer Global Advisors
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Mercer Global Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Mercer Global 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 		$1.69M Buy
65,950
+7,579
+13% +$186K ﹤0.01% 1449
2026
Q1 		$1.28M Sell
58,371
-5,466
-9% -$125K ﹤0.01% 1441
2025
Q4 		$1.49M Buy
63,837
+3,629
+6% +$83.1K ﹤0.01% 1256
2025
Q3 		$1.34M Buy
60,208
+12,091
+25% +$264K ﹤0.01% 1231
2025
Q2 		$1.04M Sell
48,117
-2,824
-6% -$55.7K ﹤0.01% 1193
2025
Q1 		$967K Buy
50,941
+8,865
+21% +$178K ﹤0.01% 1163
2024
Q4 		$850K Buy
+42,076
New +$898K ﹤0.01% 1191
2024
Q1 		– Sell
-29,586
Closed -$524K – 1953
2023
Q4 		$524K Buy
29,586
+4,538
+18% +$77.1K ﹤0.01% 1302
2023
Q3 		$417K Sell
25,048
-1,972
-7% -$33.9K ﹤0.01% 1339
2023
Q2 		$454K Buy
27,020
+584
+2% +$9.28K ﹤0.01% 1273
2023
Q1 		$411K Sell
26,436
-1,777
-6% -$27.1K ﹤0.01% 1310
2022
Q4 		$410K Buy
28,213
+1,181
+4% +$17.9K ﹤0.01% 1303
2022
Q3 		$394K Buy
27,032
+578
+2% +$9.31K ﹤0.01% 1256
2022
Q2 		$406K Sell
26,454
-3,745
-12% -$62.2K ﹤0.01% 1252
2022
Q1 		$557K Buy
30,199
+15,005
+99% +$273K ﹤0.01% 1176
2021
Q4 		$295K Sell
15,194
-13,621
-47% -$274K ﹤0.01% 1474
2021
Q3 		$571K Buy
+28,815
New +$584K ﹤0.01% 1107

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
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

Mercer Global Advisors's ADX Position: Q2 2026 in Review

Mercer Global Advisors increased its Adams Diversified Equity Fund (ADX) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 65,950 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Mercer Global Advisors first reported a position in ADX in Q3 2021 and has held it in 17 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Mercer Global Advisors held 65,950 shares of Adams Diversified Equity Fund worth $1.69M as of Q2 2026.
  • Mercer Global Advisors bought 7,579 Adams Diversified Equity Fund shares in Q2 2026, an estimated $186K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1449 holding.
  • Mercer Global Advisors first reported a position in Adams Diversified Equity Fund in Q3 2021 and has held it in 17 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.