B. Riley Wealth Advisors’s ADT ADT Stock Holding History

B. Riley Wealth Advisors’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 Q4	–	Sell	-10,520	Closed	-$91.6K	–	1030
2025 Q3	$91.6K	Buy	+10,520	New	+$90.2K	﹤0.01%	960
2024 Q4	$439K	Sell	63,009 -21,400	-25%	-$156K	0.01%	740
2024 Q3	$612K	Sell	84,409 -25,535	-23%	-$187K	0.02%	676
2024 Q2	$842K	Buy	+109,944	New	+$761K	0.02%	599
2021 Q4	–	Sell	-14,141	Closed	-$115K	–	1409
2021 Q3	$115K	Sell	14,141 -3,291	-19%	-$30.3K	﹤0.01%	1318
2021 Q2	$189K	Buy	+17,432	New	+$175K	0.01%	1227

Other funds holding ADT

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Advisors's ADT Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of ADT (ADT) in Q4 2025, closing a stake of 10,520 shares — an estimated $91.6K sold.

B. Riley Wealth Advisors first reported a position in ADT in Q2 2021 and held it in 6 quarters. The position peaked at $842K in Q2 2024. 450 funds tracked by Wall St. Rank hold ADT as of Q4 2025.

B. Riley Wealth Advisors reported no remaining ADT position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,520 ADT shares in Q4 2025, an estimated $91.6K.
B. Riley Wealth Advisors first reported a position in ADT in Q2 2021 and held it in 6 quarters.
B. Riley Wealth Advisors's ADT position peaked at $842K in Q2 2024.
450 funds tracked by Wall St. Rank held ADT as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.