GoalVest Advisory’s ADT ADT Stock Holding History

GoalVest Advisory’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 Q3	$1.96K	Buy	+322	New	+$2.29K	﹤0.01%	655

Other funds holding ADT

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's ADT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in ADT (ADT) in Q3 2026: 322 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

14 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

GoalVest Advisory held 322 shares of ADT worth $1.96K as of Q3 2026.
ADT was a new GoalVest Advisory position in Q3 2026.
ADT made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #655 holding.
14 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.