FFM
ADT icon

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 $127B AUM 32.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return