Empirical Wealth Management
ADT icon

Empirical Wealth Management’s ADT ADT Stock Holding History

Empirical Wealth Management’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 		$608K Buy
100,026
+69,610
+229% +$494K 0.01% 688
2026
Q2 		$198K Buy
30,416
+4,799
+19% +$32.9K ﹤0.01% 1024
2026
Q1 		$168K Buy
+25,617
New +$192K ﹤0.01% 960
2025
Q4 		– Sell
-29,166
Closed -$254K – 896
2025
Q3 		$254K Buy
+29,166
New +$250K 0.01% 676

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

Empirical Wealth Management's ADT Position: Q3 2026 in Review

Empirical Wealth Management increased its ADT (ADT) stake by 229% in Q3 2026, buying an estimated $494K and bringing the position to 100,026 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #688.

Empirical Wealth Management first reported a position in ADT in Q3 2025 and has held it in 4 quarters since. 426 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Empirical Wealth Management held 100,026 shares of ADT worth $608K as of Q3 2026.
  • Empirical Wealth Management bought 69,610 ADT shares in Q3 2026, an estimated $494K.
  • ADT made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #688 holding.
  • Empirical Wealth Management first reported a position in ADT in Q3 2025 and has held it in 4 quarters since.
  • 426 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.