AAS
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Avantax Advisory Services’s ADT ADT Stock Holding History

Avantax Advisory Services’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$127K Buy
15,028
+291
+2% +$2.38K ﹤0.01% 2266
2025
Q1 		$120K Hold
14,737
– – ﹤0.01% 2148
2024
Q4 		$102K Sell
14,737
-4,354
-23% -$31.7K ﹤0.01% 2121
2024
Q3 		$138K Buy
+19,091
New +$140K ﹤0.01% 2044

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Advisory Services's ADT Position: Q2 2025 in Review

Avantax Advisory Services increased its ADT (ADT) stake by 2% in Q2 2025, buying an estimated $2.38K and bringing the position to 15,028 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Avantax Advisory Services first reported a position in ADT in Q3 2024 and has held it in 4 quarters since. The position peaked at $138K in Q3 2024. 421 funds tracked by Wall St. Rank hold ADT as of Q2 2025.

  • Avantax Advisory Services held 15,028 shares of ADT worth $127K as of Q2 2025.
  • Avantax Advisory Services bought 291 ADT shares in Q2 2025, an estimated $2.38K.
  • ADT made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2266 holding.
  • Avantax Advisory Services first reported a position in ADT in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's ADT position peaked at $138K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held ADT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.