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TIAA-CREF Individual & Institutional Services’s Adams Diversified Equity Fund ADX Stock Holding History

TIAA-CREF Individual & Institutional 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
Q2 		$371K Sell
14,540
-1,715
-11% -$42K ﹤0.01% 519
2026
Q1 		$356K Buy
+16,255
New +$373K ﹤0.01% 507

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

TIAA-CREF Individual & Institutional Services's ADX Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Adams Diversified Equity Fund (ADX) stake by 11% in Q2 2026, selling an estimated $42K and leaving 14,540 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

TIAA-CREF Individual & Institutional Services first reported a position in ADX in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 14,540 shares of Adams Diversified Equity Fund worth $371K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services sold 1,715 Adams Diversified Equity Fund shares in Q2 2026, an estimated $42K.
  • Adams Diversified Equity Fund made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #519 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Adams Diversified Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.