KRW
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Kaufman Rossin Wealth’s ADT ADT Stock Holding History

Kaufman Rossin Wealth’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
-34,497
Closed -$278K – 103
2025
Q4 		$278K Sell
34,497
-5,101
-13% -$42.4K 0.15% 116
2025
Q3 		$345K Buy
39,598
+20,487
+107% +$176K 0.19% 80
2025
Q2 		$162K Buy
19,111
+6,150
+47% +$50.3K 0.1% 137
2025
Q1 		$106K Buy
+12,961
New +$97.8K 0.08% 149

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Kaufman Rossin Wealth's ADT Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of ADT (ADT) in Q1 2026, closing a stake of 34,497 shares — an estimated $278K sold.

Kaufman Rossin Wealth first reported a position in ADT in Q1 2025 and held it in 4 quarters. The position peaked at $345K in Q3 2025. 448 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining ADT position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 34,497 ADT shares in Q1 2026, an estimated $278K.
  • Kaufman Rossin Wealth first reported a position in ADT in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's ADT position peaked at $345K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.