Family Wealth Partners’s ADT ADT Stock Holding History

Family Wealth 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 Q2	–	Sell	-15,931	Closed	-$105K	–	110
2026 Q1	$105K	Sell	15,931 -2,938	-16%	-$22.1K	0.04%	104
2025 Q4	$152K	Buy	18,869 +463	+3%	+$3.85K	0.05%	91
2025 Q3	$160K	Buy	+18,406	New	+$158K	0.06%	80

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

Family Wealth Partners's ADT Position: Q2 2026 in Review

Family Wealth Partners sold out of ADT (ADT) in Q2 2026, closing a stake of 15,931 shares — an estimated $105K sold.

Family Wealth Partners first reported a position in ADT in Q3 2025 and held it in 3 quarters. The position peaked at $160K in Q3 2025. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

Family Wealth Partners reported no remaining ADT position as of Q2 2026 after selling out during the quarter.
Family Wealth Partners sold 15,931 ADT shares in Q2 2026, an estimated $105K.
Family Wealth Partners first reported a position in ADT in Q3 2025 and held it in 3 quarters.
Family Wealth Partners's ADT position peaked at $160K in Q3 2025.
456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.