Innovative Wealth Building’s ADT ADT Stock Holding History

Innovative Wealth Building’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
2025 Q2	–	Sell	-14,496	Closed	-$118K	–	52
2025 Q1	$118K	Sell	14,496 -10,944	-43%	-$82.6K	0.11%	50
2024 Q4	$176K	Buy	+25,440	New	+$185K	0.16%	52

Other funds holding ADT

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Innovative Wealth Building's ADT Position: Q2 2025 in Review

Innovative Wealth Building sold out of ADT (ADT) in Q2 2025, closing a stake of 14,496 shares — an estimated $118K sold.

Innovative Wealth Building first reported a position in ADT in Q4 2024 and held it in 2 quarters. The position peaked at $176K in Q4 2024. 421 funds tracked by Wall St. Rank hold ADT as of Q2 2025.

Innovative Wealth Building reported no remaining ADT position as of Q2 2025 after selling out during the quarter.
Innovative Wealth Building sold 14,496 ADT shares in Q2 2025, an estimated $118K.
Innovative Wealth Building first reported a position in ADT in Q4 2024 and held it in 2 quarters.
Innovative Wealth Building's ADT position peaked at $176K in Q4 2024.
421 funds tracked by Wall St. Rank held ADT as of Q2 2025.

Based on Innovative Wealth Building's 13F filing for Q2 2025, filed 22 Jul 2025.