Essential Partners
ADT icon

Essential Partners’s ADT ADT Stock Holding History

Essential 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
Q3 		$53K Buy
8,713
+6,500
+294% +$46.2K 0.02% 595
2026
Q2 		$14.4K Sell
2,213
-54,839
-96% -$376K 0.01% 1040
2026
Q1 		$375K Sell
57,052
-62,481
-52% -$469K 0.13% 189
2025
Q4 		$965K Buy
119,533
+9,904
+9% +$82.3K 0.3% 90
2025
Q3 		$955K Buy
109,629
+80,484
+276% +$690K 0.32% 84
2025
Q2 		$247K Buy
+29,145
New +$239K 0.1% 252

Other funds holding ADT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's ADT Position: Q3 2026 in Review

Essential Partners increased its ADT (ADT) stake by 294% in Q3 2026, buying an estimated $46.2K and bringing the position to 8,713 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #595.

Essential Partners first reported a position in ADT in Q2 2025 and has held it in 6 quarters since. The position peaked at $965K in Q4 2025. 87 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Essential Partners held 8,713 shares of ADT worth $53K as of Q3 2026.
  • Essential Partners bought 6,500 ADT shares in Q3 2026, an estimated $46.2K.
  • ADT made up 0.02% of Essential Partners's portfolio in Q3 2026, its #595 holding.
  • Essential Partners first reported a position in ADT in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's ADT position peaked at $965K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.