First Manhattan’s ADT ADT Stock Holding History

First Manhattan’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	$8.5M	Buy	1,296,275 +203,600	+19%	+$1.4M	0.02%	192
2026 Q1	$7.24M	Buy	1,092,675 +15,950	+1%	+$120K	0.02%	197
2025 Q4	$8.75M	Hold	1,076,725	–	–	0.02%	182
2025 Q3	$9.44M	Hold	1,076,725	–	–	0.02%	174
2025 Q2	$9.18M	Buy	1,076,725 +1,670	+0.2%	+$13.7K	0.03%	173
2025 Q1	$8.81M	Buy	1,075,055 +600	+0.1%	+$4.53K	0.03%	162
2024 Q4	$7.48M	Sell	1,074,455 -16,000	-1%	-$117K	0.02%	168
2024 Q3	$7.94M	Buy	1,090,455 +125,080	+13%	+$918K	0.02%	168
2024 Q2	$7.39M	Sell	965,375 -750	-0.1%	-$5.2K	0.02%	173
2024 Q1	$6.49M	Buy	966,125 +32,480	+3%	+$216K	0.02%	184
2023 Q4	$6.37M	Buy	+933,645	New	+$5.82M	0.02%	190
2020 Q3	–	Sell	-121	Closed	–	–	1315
2020 Q2	$0	Hold	121	–	–	﹤0.01%	1370
2020 Q1	$0	Buy	+121	New	+$732	﹤0.01%	1358

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

First Manhattan's ADT Position: Q2 2026 in Review

First Manhattan increased its ADT (ADT) stake by 19% in Q2 2026, buying an estimated $1.4M and bringing the position to 1,296,275 shares worth $8.5M. The position accounts for 0.02% of the portfolio, ranked #192.

First Manhattan first reported a position in ADT in Q1 2020 and has held it in 13 quarters since. The position peaked at $9.44M in Q3 2025. 455 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

First Manhattan held 1,296,275 shares of ADT worth $8.5M as of Q2 2026.
First Manhattan bought 203,600 ADT shares in Q2 2026, an estimated $1.4M.
ADT made up 0.02% of First Manhattan's portfolio in Q2 2026, its #192 holding.
First Manhattan first reported a position in ADT in Q1 2020 and has held it in 13 quarters since.
First Manhattan's ADT position peaked at $9.44M in Q3 2025.
455 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.