Creative Planning
ADT icon

Creative Planning’s ADT ADT Stock Holding History

Creative Planning’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
Q1 		$3.79M Buy
577,170
+147,684
+34% +$1.11M ﹤0.01% 1402
2025
Q4 		$3.47M Buy
429,486
+36,261
+9% +$301K ﹤0.01% 1271
2025
Q3 		$3.42M Buy
393,225
+352,928
+876% +$3.03M ﹤0.01% 1117
2025
Q2 		$341K Buy
40,297
+16,776
+71% +$137K ﹤0.01% 2781
2025
Q1 		$191K Buy
23,521
+3,936
+20% +$29.7K ﹤0.01% 3088
2024
Q4 		$135K Buy
19,585
+8,769
+81% +$63.9K ﹤0.01% 3086
2024
Q3 		$78.2K Buy
+10,816
New +$79.4K ﹤0.01% 3048
2024
Q2 		– Sell
-11,140
Closed -$74.9K – 3069
2024
Q1 		$74.9K Buy
+11,140
New +$74K ﹤0.01% 2748
2023
Q4 		– Sell
-10,603
Closed -$63.6K – 2754
2023
Q3 		$63.6K Sell
10,603
-5,514
-34% -$34.4K ﹤0.01% 2455
2023
Q2 		$97.2K Buy
+16,117
New +$101K ﹤0.01% 2348

Other funds holding ADT

State Farm Mutual Automobile Insurance
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Creative Planning's ADT Position: Q1 2026 in Review

Creative Planning increased its ADT (ADT) stake by 34% in Q1 2026, buying an estimated $1.11M and bringing the position to 577,170 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Creative Planning first reported a position in ADT in Q2 2023 and has held it in 10 quarters since. 444 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • Creative Planning held 577,170 shares of ADT worth $3.79M as of Q1 2026.
  • Creative Planning bought 147,684 ADT shares in Q1 2026, an estimated $1.11M.
  • ADT made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1402 holding.
  • Creative Planning first reported a position in ADT in Q2 2023 and has held it in 10 quarters since.
  • 444 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.