Essex Financial Services’s ADT ADT Stock Holding History

Essex Financial Services’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	–	Sell	-14,681	Closed	-$118K	–	796
2025 Q4	$118K	Sell	14,681 -199	-1%	-$1.65K	0.01%	773
2025 Q3	$130K	Buy	+14,880	New	+$128K	0.01%	738

Other funds holding ADT

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AMH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Essex Financial Services's ADT Position: Q1 2026 in Review

Essex Financial Services sold out of ADT (ADT) in Q1 2026, closing a stake of 14,681 shares — an estimated $118K sold.

Essex Financial Services first reported a position in ADT in Q3 2025 and held it in 2 quarters. The position peaked at $130K in Q3 2025. 448 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

Essex Financial Services reported no remaining ADT position as of Q1 2026 after selling out during the quarter.
Essex Financial Services sold 14,681 ADT shares in Q1 2026, an estimated $118K.
Essex Financial Services first reported a position in ADT in Q3 2025 and held it in 2 quarters.
Essex Financial Services's ADT position peaked at $130K in Q3 2025.
448 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.