Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.8M Buy
6,438,156
+412,657
+7% +$2.83M 0.03% 640
2026
Q1
$39.6M Buy
6,025,499
+1,418,038
+31% +$10.6M 0.03% 598
2025
Q4
$37.2M Sell
4,607,461
-875,582
-16% -$7.28M 0.05% 447
2025
Q3
$47.8M Buy
5,483,043
+4,023,072
+276% +$34.5M 0.07% 338
2025
Q2
$12.4M Sell
1,459,971
-2,335,611
-62% -$19.1M 0.02% 728
2025
Q1
$30.9M Buy
3,795,582
+2,991,106
+372% +$22.6M 0.07% 351
2024
Q4
$5.56M Buy
804,476
+582,276
+262% +$4.24M 0.01% 1045
2024
Q3
$1.61M Buy
+222,200
New +$1.63M ﹤0.01% 1808
2023
Q1
Sell
-99,200
Closed -$900K 2926
2022
Q4
$900K Buy
99,200
+69,400
+233% +$617K ﹤0.01% 1744
2022
Q3
$223K Buy
+29,800
New +$225K ﹤0.01% 2072
2022
Q2
Sell
-84,789
Closed -$644K 2455
2022
Q1
$644K Buy
+84,789
New +$645K ﹤0.01% 1897
2021
Q2
Sell
-28,305
Closed -$239K 3968
2021
Q1
$239K Buy
+28,305
New +$245K ﹤0.01% 3506
2020
Q4
Sell
-735,686
Closed -$6.01M 3289
2020
Q3
$6.01M Buy
735,686
+614,266
+506% +$5.98M 0.02% 725
2020
Q2
$969K Buy
+121,420
New +$785K ﹤0.01% 1556
2020
Q1
Sell
-53,460
Closed -$424K 3010
2019
Q4
$424K Buy
+53,460
New +$422K ﹤0.01% 2917
2019
Q3
Sell
-24,225
Closed -$148K 3402
2019
Q2
$148K Buy
+24,225
New +$154K ﹤0.01% 3147
2018
Q4
Sell
-72,338
Closed -$679K 2919
2018
Q3
$679K Buy
+72,338
New +$645K ﹤0.01% 2256
2018
Q2
Sell
-963,529
Closed -$7.64M 3251
2018
Q1
$7.64M Buy
+963,529
New +$10.5M 0.03% 720

Other funds holding ADT

John Overdeck's ADT Position: Q2 2026 in Review

John Overdeck increased its ADT (ADT) stake by 6.8% in Q2 2026, buying an estimated $2.83M and bringing the position to 6,438,156 shares worth $41.8M. The position accounts for 0.03% of the portfolio, ranked #640.

John Overdeck first reported a position in ADT in Q1 2018 and has held it in 18 quarters since. The position peaked at $47.8M in Q3 2025. 453 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • John Overdeck held 6,438,156 shares of ADT worth $41.8M as of Q2 2026.
  • John Overdeck bought 412,657 ADT shares in Q2 2026, an estimated $2.83M.
  • ADT made up 0.03% of John Overdeck's portfolio in Q2 2026, its #640 holding.
  • John Overdeck first reported a position in ADT in Q1 2018 and has held it in 18 quarters since.
  • John Overdeck's ADT position peaked at $47.8M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.