DPW
ADT icon

DiNuzzo Private Wealth’s ADT ADT Stock Holding History

DiNuzzo Private Wealth’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 		$1.06K Buy
163
+9
+6% +$62 ﹤0.01% 886
2026
Q1 		$1.01K Sell
154
-5
-3% -$38 ﹤0.01% 872
2025
Q4 		$1.28K Sell
159
-16
-9% -$133 ﹤0.01% 799
2025
Q3 		$1.52K Sell
175
-3
-2% -$26 ﹤0.01% 740
2025
Q2 		$1.51K Buy
178
+40
+29% +$327 ﹤0.01% 715
2025
Q1 		$1.12K Sell
138
-14
-9% -$106 ﹤0.01% 783
2024
Q4 		$1.05K Buy
152
+33
+28% +$240 ﹤0.01% 831
2024
Q3 		$861 Buy
119
+15
+14% +$110 ﹤0.01% 914
2024
Q2 		$791 Buy
104
+13
+14% +$90 ﹤0.01% 874
2024
Q1 		$612 Sell
91
-14
-13% -$93 ﹤0.01% 909
2023
Q4 		$717 Buy
+105
New +$655 ﹤0.01% 837

Other funds holding ADT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return