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MSH Capital Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

MSH Capital 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
Q1 		– Sell
-8,824
Closed -$206K – 277
2025
Q4 		$206K Sell
8,824
-2,610
-23% -$59.8K 0.04% 267
2025
Q3 		$255K Hold
11,434
– – 0.07% 218
2025
Q2 		$248K Sell
11,434
-1,225
-10% -$24.1K 0.07% 214
2025
Q1 		$240K Sell
12,659
-735
-5% -$14.8K 0.07% 206
2024
Q4 		$271K Sell
13,394
-1,395
-9% -$29.8K 0.09% 196
2024
Q3 		$319K Sell
14,789
-248
-2% -$5.28K 0.1% 183
2024
Q2 		$323K Hold
15,037
– – 0.11% 178
2024
Q1 		$294K Sell
15,037
-500
-3% -$9.29K 0.1% 177
2023
Q4 		$275K Sell
15,537
-522
-3% -$8.87K 0.1% 174
2023
Q3 		$267K Sell
16,059
-178
-1% -$3.06K 0.1% 178
2023
Q2 		$273K Buy
16,237
+159
+1% +$2.53K 0.1% 182
2023
Q1 		$250K Buy
16,078
+265
+2% +$4.04K 0.11% 175
2022
Q4 		$230K Sell
15,813
-187
-1% -$2.83K 0.1% 182
2022
Q3 		$233K Buy
16,000
+844
+6% +$13.6K 0.11% 169
2022
Q2 		$232K Buy
15,156
+1,824
+14% +$30.3K 0.11% 172
2022
Q1 		$246K Buy
13,332
+2,502
+23% +$45.5K 0.1% 177
2021
Q4 		$210K Buy
+10,830
New +$218K 0.09% 170

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

MSH Capital Advisors's ADX Position: Q1 2026 in Review

MSH Capital Advisors sold out of Adams Diversified Equity Fund (ADX) in Q1 2026, closing a stake of 8,824 shares — an estimated $206K sold.

MSH Capital Advisors first reported a position in ADX in Q4 2021 and held it in 17 quarters. The position peaked at $323K in Q2 2024. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

  • MSH Capital Advisors reported no remaining Adams Diversified Equity Fund position as of Q1 2026 after selling out during the quarter.
  • MSH Capital Advisors sold 8,824 Adams Diversified Equity Fund shares in Q1 2026, an estimated $206K.
  • MSH Capital Advisors first reported a position in Adams Diversified Equity Fund in Q4 2021 and held it in 17 quarters.
  • MSH Capital Advisors's Adams Diversified Equity Fund position peaked at $323K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.