MSH Capital Advisors LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 2056306
SCOTTSDALE, AZ
Position in ADX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,668
+$124,893 QoQ
Shares Held
12,942
+46.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#127
of 212 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MSH Capital Advisors LLC holds $14,547,744 across 12 Asset Management names. ADX ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,131 | $3,972,204 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,946 | $2,967,812 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,447 | $2,210,929 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
240,963 | $1,898,788 | |
| 5 | BX |
Blackstone Inc.
|
7,412 | $872,169 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
69,947 | $847,757 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $437,787 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
12,942 | $330,668 |
All Filings in ADX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,668 | 12,942 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $205,775 | 8,824 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $254,978 | 11,434 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $248,232 | 11,434 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $240,394 | 12,659 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270,558 | 13,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $318,850 | 14,789 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $323,145 | 15,037 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $293,522 | 15,037 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $275,160 | 15,537 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $267,221 | 16,059 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $272,943 | 16,237 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $250,012 | 16,078 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $229,921 | 15,813 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $233,120 | 16,000 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $232,493 | 15,156 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $245,842 | 13,332 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $210,210 | 10,830 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||