CAC
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Certified Advisory Corp’s ADT ADT Stock Holding History

Certified Advisory Corp’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
2026
Q2 		$65.3K Buy
10,039
+2
+0% +$14 0.01% 327
2026
Q1 		$65.9K Buy
10,037
+1
+0% +$8 0.01% 317
2025
Q4 		$81K Buy
+10,036
New +$83.4K 0.01% 317

Other funds holding ADT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp's ADT Position: Q2 2026 in Review

Certified Advisory Corp increased its ADT (ADT) stake by 0.02% in Q2 2026, buying an estimated $14 and bringing the position to 10,039 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #327.

Certified Advisory Corp first reported a position in ADT in Q4 2025 and has held it in 3 quarters since. The position peaked at $81K in Q4 2025. 79 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Certified Advisory Corp held 10,039 shares of ADT worth $65.3K as of Q2 2026.
  • Certified Advisory Corp bought 2 ADT shares in Q2 2026, an estimated $14.
  • ADT made up 0.01% of Certified Advisory Corp's portfolio in Q2 2026, its #327 holding.
  • Certified Advisory Corp first reported a position in ADT in Q4 2025 and has held it in 3 quarters since.
  • Certified Advisory Corp's ADT position peaked at $81K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.