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Forum Financial Management’s ADT ADT Stock Holding History

Forum Financial Management’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
-29,535
Closed -$238K – 343
2025
Q4 		$238K Buy
29,535
+1
+0% +$8 ﹤0.01% 872
2025
Q3 		$257K Buy
29,534
+8
+0% +$69 ﹤0.01% 818
2025
Q2 		$250K Buy
29,526
+80
+0.3% +$655 ﹤0.01% 774
2025
Q1 		$240K Buy
29,446
+1,445
+5% +$10.9K ﹤0.01% 715
2024
Q4 		$193K Buy
28,001
+17,719
+172% +$129K ﹤0.01% 856
2024
Q3 		$74.3K Buy
10,282
+28
+0.3% +$205 ﹤0.01% 759
2024
Q2 		$77.9K Buy
10,254
+18
+0.2% +$125 ﹤0.01% 703
2024
Q1 		$68.8K Hold
10,236
– – ﹤0.01% 735
2023
Q4 		$69.8K Sell
10,236
-748
-7% -$4.66K ﹤0.01% 679
2023
Q3 		$65.9K Buy
+10,984
New +$68.4K ﹤0.01% 627
2022
Q4 		– Sell
-10,221
Closed -$77K – 595
2022
Q3 		$77K Buy
10,221
+1
+0% +$8 ﹤0.01% 524
2022
Q2 		$63K Buy
+10,220
New +$71.2K ﹤0.01% 564

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Forum Financial Management's ADT Position: Q1 2026 in Review

Forum Financial Management sold out of ADT (ADT) in Q1 2026, closing a stake of 29,535 shares — an estimated $238K sold.

Forum Financial Management first reported a position in ADT in Q2 2022 and held it in 12 quarters. The position peaked at $257K in Q3 2025. 448 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • Forum Financial Management reported no remaining ADT position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 29,535 ADT shares in Q1 2026, an estimated $238K.
  • Forum Financial Management first reported a position in ADT in Q2 2022 and held it in 12 quarters.
  • Forum Financial Management's ADT position peaked at $257K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.