Claro Advisors
ADT icon

Claro Advisors’s ADT ADT Stock Holding History

Claro 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
2026
Q3 		– Sell
-12,328
Closed -$80.1K – 523
2026
Q2 		$80.1K Sell
12,328
-1,335
-10% -$9.16K 0.01% 531
2026
Q1 		$89.8K Buy
+13,663
New +$103K 0.01% 502
2025
Q2 		– Sell
-14,975
Closed -$122K – 375
2025
Q1 		$122K Buy
14,975
+2,197
+17% +$16.6K 0.02% 502
2024
Q4 		$88.3K Buy
+12,778
New +$93.1K 0.01% 483

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Claro Advisors's ADT Position: Q3 2026 in Review

Claro Advisors sold out of ADT (ADT) in Q3 2026, closing a stake of 12,328 shares — an estimated $80.1K sold.

Claro Advisors first reported a position in ADT in Q4 2024 and held it in 4 quarters. The position peaked at $122K in Q1 2025. 426 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Claro Advisors reported no remaining ADT position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 12,328 ADT shares in Q3 2026, an estimated $80.1K.
  • Claro Advisors first reported a position in ADT in Q4 2024 and held it in 4 quarters.
  • Claro Advisors's ADT position peaked at $122K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.