EWP
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Elevation Wealth Partners’s ADT ADT Stock Holding History

Elevation Wealth Partners’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 		$2.27K Sell
349
-2,190
-86% -$15K ﹤0.01% 1184
2026
Q1 		$16.7K Buy
2,539
+2,258
+804% +$17K 0.01% 418
2025
Q4 		$2.27K Buy
281
+249
+778% +$2.07K ﹤0.01% 773
2025
Q3 		$279 Buy
+32
New +$274 ﹤0.01% 845

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
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Elevation Wealth Partners's ADT Position: Q2 2026 in Review

Elevation Wealth Partners reduced its ADT (ADT) stake by 86% in Q2 2026, selling an estimated $15K and leaving 349 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Elevation Wealth Partners first reported a position in ADT in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.7K in Q1 2026. 33 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Elevation Wealth Partners held 349 shares of ADT worth $2.27K as of Q2 2026.
  • Elevation Wealth Partners sold 2,190 ADT shares in Q2 2026, an estimated $15K.
  • ADT made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1184 holding.
  • Elevation Wealth Partners first reported a position in ADT in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's ADT position peaked at $16.7K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.