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Evolve Private Wealth’s ADT ADT Stock Holding History

Evolve Private Wealth’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 		$241K Sell
36,793
-293,789
-89% -$2.02M 0.01% 844
2026
Q1 		$2.17M Sell
330,582
-17,940
-5% -$135K 0.12% 168
2025
Q4 		$2.83M Buy
+348,522
New +$2.9M 0.17% 109

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Evolve Private Wealth's ADT Position: Q2 2026 in Review

Evolve Private Wealth reduced its ADT (ADT) stake by 89% in Q2 2026, selling an estimated $2.02M and leaving 36,793 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #844.

Evolve Private Wealth first reported a position in ADT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83M in Q4 2025. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Evolve Private Wealth held 36,793 shares of ADT worth $241K as of Q2 2026.
  • Evolve Private Wealth sold 293,789 ADT shares in Q2 2026, an estimated $2.02M.
  • ADT made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #844 holding.
  • Evolve Private Wealth first reported a position in ADT in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's ADT position peaked at $2.83M in Q4 2025.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.