EverSource Wealth Advisors’s ADT ADT Stock Holding History

EverSource Wealth Advisors’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	$84.2K	Sell	12,949 -22,534	-64%	-$155K	﹤0.01%	1468
2026 Q1	$233K	Sell	35,483 -26,826	-43%	-$201K	0.01%	967
2025 Q4	$503K	Buy	62,309 +11,344	+22%	+$94.3K	0.02%	540
2025 Q3	$444K	Buy	50,965 +29,482	+137%	+$253K	0.02%	543
2025 Q2	$182K	Buy	21,483 +16,646	+344%	+$136K	0.01%	897
2025 Q1	$39.4K	Buy	4,837 +2,780	+135%	+$21K	﹤0.01%	1359
2024 Q4	$14.2K	Buy	2,057 +2,003	+3,709%	+$14.6K	﹤0.01%	1818
2024 Q3	$390	Hold	54	–	–	﹤0.01%	2909
2024 Q2	$420	Buy	54 +35	+184%	+$242	﹤0.01%	2926
2024 Q1	$124	Buy	+19	New	+$126	﹤0.01%	2818
2023 Q3	–	Sell	-113	Closed	-$681	–	2494
2023 Q2	$681	Hold	113	–	–	﹤0.01%	2296
2023 Q1	$817	Hold	113	–	–	﹤0.01%	2154
2022 Q4	$1.02K	Sell	113 -25	-18%	-$222	﹤0.01%	2080
2022 Q3	$1K	Buy	+138	New	+$1.04K	﹤0.01%	1767

Other funds holding ADT

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EverSource Wealth Advisors's ADT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ADT (ADT) stake by 64% in Q2 2026, selling an estimated $155K and leaving 12,949 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

EverSource Wealth Advisors first reported a position in ADT in Q3 2022 and has held it in 14 quarters since. The position peaked at $503K in Q4 2025. 454 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

EverSource Wealth Advisors held 12,949 shares of ADT worth $84.2K as of Q2 2026.
EverSource Wealth Advisors sold 22,534 ADT shares in Q2 2026, an estimated $155K.
ADT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1468 holding.
EverSource Wealth Advisors first reported a position in ADT in Q3 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's ADT position peaked at $503K in Q4 2025.
454 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.