Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.8M Buy
2,406,986
+892,117
+59% +$6.7M ﹤0.01% 1580
2025
Q4
$12.2M Buy
1,514,869
+138,474
+10% +$1.15M ﹤0.01% 1762
2025
Q3
$12M Buy
1,376,395
+78,409
+6% +$673K ﹤0.01% 1771
2025
Q2
$11M Buy
1,297,986
+561,494
+76% +$4.6M ﹤0.01% 1745
2025
Q1
$6M Buy
736,492
+279,653
+61% +$2.11M ﹤0.01% 2173
2024
Q4
$3.16M Buy
456,839
+82,623
+22% +$602K ﹤0.01% 2671
2024
Q3
$2.71M Buy
374,216
+46,093
+14% +$338K ﹤0.01% 2750
2024
Q2
$2.49M Buy
328,123
+306,764
+1,436% +$2.12M ﹤0.01% 2768
2024
Q1
$144K Buy
21,359
+3,031
+17% +$20.1K ﹤0.01% 3733
2023
Q4
$125K Sell
18,328
-186
-1% -$1.16K ﹤0.01% 3790
2023
Q3
$111K Sell
18,514
-56,342
-75% -$351K ﹤0.01% 3785
2023
Q2
$451K Sell
74,856
-1,497
-2% -$9.37K ﹤0.01% 3478
2023
Q1
$552K Buy
76,353
+58,462
+327% +$477K ﹤0.01% 3396
2022
Q4
$162K Sell
17,891
-2,132
-11% -$19K ﹤0.01% 3743
2022
Q3
$150K Sell
20,023
-387
-2% -$2.92K ﹤0.01% 3753
2022
Q2
$126K Buy
20,410
+4,141
+25% +$28.9K ﹤0.01% 3747
2022
Q1
$123K Buy
16,269
+1,144
+8% +$8.7K ﹤0.01% 3826
2021
Q4
$127K Sell
15,125
-1,244
-8% -$10.6K ﹤0.01% 3848
2021
Q3
$132K Buy
16,369
+3,374
+26% +$31.1K ﹤0.01% 3753
2021
Q2
$141K Sell
12,995
-11,606
-47% -$117K ﹤0.01% 3792
2021
Q1
$207K Sell
24,601
-30,723
-56% -$266K ﹤0.01% 3701
2020
Q4
$434K Buy
55,324
+11,100
+25% +$87.2K ﹤0.01% 3395
2020
Q3
$362K Buy
44,224
+27,523
+165% +$268K ﹤0.01% 3357
2020
Q2
$134K Sell
16,701
-1,170
-7% -$7.57K ﹤0.01% 3555
2020
Q1
$77K Sell
17,871
-4,410
-20% -$26.7K ﹤0.01% 3558
2019
Q4
$176K Buy
+22,281
New +$176K ﹤0.01% 3594
2019
Q3
Sell
-166,824
Closed -$1.02M 3704
2019
Q2
$1.02M Buy
166,824
+46,526
+39% +$296K ﹤0.01% 3061
2019
Q1
$768K Buy
120,298
+5,053
+4% +$36.5K ﹤0.01% 3138
2018
Q4
$692K Buy
115,245
+65
+0.1% +$490 ﹤0.01% 3086
2018
Q3
$1.08M Buy
+115,180
New +$1.03M ﹤0.01% 3042

Other funds holding ADT