JWA
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JFS Wealth Advisors’s ADT ADT Stock Holding History

JFS Wealth Advisors’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 		$3.98K Buy
609
+43
+8% +$295 ﹤0.01% 1372
2026
Q1 		$3.73K Sell
566
-300
-35% -$2.25K ﹤0.01% 1295
2025
Q4 		$7K Buy
866
+191
+28% +$1.59K ﹤0.01% 1111
2025
Q3 		$5.88K Hold
675
– – ﹤0.01% 1061
2025
Q2 		$5.72K Buy
675
+123
+22% +$1.01K ﹤0.01% 1037
2025
Q1 		$4.49K Buy
552
+131
+31% +$989 ﹤0.01% 1157
2024
Q4 		$2.91K Buy
421
+17
+4% +$124 ﹤0.01% 1332
2024
Q3 		$2.92K Buy
404
+135
+50% +$990 ﹤0.01% 1331
2024
Q2 		$2.04K Buy
269
+58
+27% +$402 ﹤0.01% 1421
2024
Q1 		$1.42K Sell
211
-3
-1% -$20 ﹤0.01% 1561
2023
Q4 		$1.46K Hold
214
– – ﹤0.01% 1544
2023
Q3 		$1.28K Sell
214
-151
-41% -$941 ﹤0.01% 1520
2023
Q2 		$2.2K Buy
365
+161
+79% +$1.01K ﹤0.01% 1350
2023
Q1 		$1.48K Sell
204
-328
-62% -$2.67K ﹤0.01% 1468
2022
Q4 		$4.83K Buy
532
+30
+6% +$267 ﹤0.01% 1004
2022
Q3 		$4K Buy
502
+296
+144% +$2.23K ﹤0.01% 1030
2022
Q2 		$1K Sell
206
-167
-45% -$1.16K ﹤0.01% 1446
2022
Q1 		$3K Buy
373
+232
+165% +$1.76K ﹤0.01% 1197
2021
Q4 		$1K Buy
+141
New +$1.2K ﹤0.01% 1230

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JFS Wealth Advisors's ADT Position: Q2 2026 in Review

JFS Wealth Advisors increased its ADT (ADT) stake by 7.6% in Q2 2026, buying an estimated $295 and bringing the position to 609 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

JFS Wealth Advisors first reported a position in ADT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7K in Q4 2025. 454 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • JFS Wealth Advisors held 609 shares of ADT worth $3.98K as of Q2 2026.
  • JFS Wealth Advisors bought 43 ADT shares in Q2 2026, an estimated $295.
  • ADT made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1372 holding.
  • JFS Wealth Advisors first reported a position in ADT in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's ADT position peaked at $7K in Q4 2025.
  • 454 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.