MML Investors Services
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MML Investors Services’s Adams Diversified Equity Fund ADX Stock Holding History

MML Investors Services’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
Q1 		$730K Buy
33,365
+602
+2% +$13.8K ﹤0.01% 1978
2025
Q4 		$764K Buy
32,763
+436
+1% +$9.98K ﹤0.01% 1983
2025
Q3 		$721K Sell
32,327
-10,731
-25% -$234K ﹤0.01% 1940
2025
Q2 		$935K Buy
43,058
+881
+2% +$17.4K ﹤0.01% 1700
2025
Q1 		$801K Buy
42,177
+243
+0.6% +$4.88K ﹤0.01% 1714
2024
Q4 		$847K Buy
41,934
+3,353
+9% +$71.5K ﹤0.01% 1615
2024
Q3 		$832K Sell
38,581
-7,482
-16% -$159K ﹤0.01% 1552
2024
Q2 		$990K Sell
46,063
-4,641
-9% -$92.5K ﹤0.01% 1410
2024
Q1 		$990K Buy
50,704
+578
+1% +$10.7K ﹤0.01% 1431
2023
Q4 		$888K Buy
50,126
+3,597
+8% +$61.1K ﹤0.01% 1433
2023
Q3 		$774K Buy
46,529
+100
+0.2% +$1.72K ﹤0.01% 1373
2023
Q2 		$780K Buy
+46,429
New +$738K ﹤0.01% 1367
2023
Q1 		– Sell
-45,373
Closed -$660K – 2033
2022
Q4 		$660K Buy
45,373
+2,713
+6% +$41.1K ﹤0.01% 1355
2022
Q3 		$622K Buy
42,660
+443
+1% +$7.14K ﹤0.01% 1321
2022
Q2 		$648K Sell
42,217
-1,300
-3% -$21.6K ﹤0.01% 1272
2022
Q1 		$802K Sell
43,517
-403
-0.9% -$7.33K 0.01% 1194
2021
Q4 		$852K Buy
43,920
+5,889
+15% +$118K 0.01% 1135
2021
Q3 		$753K Sell
38,031
-2,377
-6% -$48.2K 0.01% 1156
2021
Q2 		$799K Sell
40,408
-12,972
-24% -$249K 0.01% 1102
2021
Q1 		$975K Buy
53,380
+3,248
+6% +$57.7K 0.01% 936
2020
Q4 		$867K Sell
50,132
-20,915
-29% -$351K 0.01% 897
2020
Q3 		$1.15M Sell
71,047
-33,914
-32% -$542K 0.01% 722
2020
Q2 		$1.56M Sell
104,961
-3,847
-4% -$54.7K 0.02% 583
2020
Q1 		$1.37M Buy
108,808
+15,629
+17% +$233K 0.02% 524
2019
Q4 		$1.47M Sell
93,179
-9,638
-9% -$153K 0.02% 579
2019
Q3 		$1.63M Sell
102,817
-28,709
-22% -$450K 0.03% 512
2019
Q2 		$2.04M Sell
131,526
-826
-0.6% -$12.4K 0.03% 487
2019
Q1 		$1.91M Sell
132,352
-1,726
-1% -$23.9K 0.03% 477
2018
Q4 		$1.69M Buy
134,078
+13,286
+11% +$195K 0.03% 465
2018
Q3 		$2.01M Buy
120,792
+3,494
+3% +$56.5K 0.03% 438
2018
Q2 		$1.81M Sell
117,298
-4,694
-4% -$71.3K 0.04% 375
2018
Q1 		$1.8M Buy
121,992
+1,645
+1% +$25.2K 0.04% 375
2017
Q4 		$1.81M Buy
120,347
+18,410
+18% +$281K 0.03% 371
2017
Q3 		$1.55M Buy
101,937
+4,965
+5% +$73.2K 0.03% 397
2017
Q2 		$1.39M Buy
96,972
+2,269
+2% +$32K 0.03% 411
2017
Q1 		$1.3M Buy
+94,703
New +$1.27M 0.03% 220

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services's ADX Position: Q1 2026 in Review

MML Investors Services increased its Adams Diversified Equity Fund (ADX) stake by 1.8% in Q1 2026, buying an estimated $13.8K and bringing the position to 33,365 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

MML Investors Services first reported a position in ADX in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.04M in Q2 2019. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • MML Investors Services held 33,365 shares of Adams Diversified Equity Fund worth $730K as of Q1 2026.
  • MML Investors Services bought 602 Adams Diversified Equity Fund shares in Q1 2026, an estimated $13.8K.
  • Adams Diversified Equity Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1978 holding.
  • MML Investors Services first reported a position in Adams Diversified Equity Fund in Q1 2017 and has held it in 36 quarters since.
  • MML Investors Services's Adams Diversified Equity Fund position peaked at $2.04M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.