Kovitz Investment Group Partners
ADT icon

Kovitz Investment Group Partners’s ADT ADT Stock Holding History

Kovitz Investment Group Partners’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 		$1.21M Sell
185,730
-45,045
-20% -$309K 0.03% 287
2026
Q1 		$1.52M Buy
+230,775
New +$1.73M 0.04% 263
2025
Q4 		– Sell
-56,392
Closed -$494K – 482
2025
Q3 		$494K Buy
56,392
+43,247
+329% +$371K ﹤0.01% 1039
2025
Q2 		$112K Buy
+13,145
New +$108K ﹤0.01% 1320

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's ADT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its ADT (ADT) stake by 20% in Q2 2026, selling an estimated $309K and leaving 185,730 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #287.

Kovitz Investment Group Partners first reported a position in ADT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2026. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Kovitz Investment Group Partners held 185,730 shares of ADT worth $1.21M as of Q2 2026.
  • Kovitz Investment Group Partners sold 45,045 ADT shares in Q2 2026, an estimated $309K.
  • ADT made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #287 holding.
  • Kovitz Investment Group Partners first reported a position in ADT in Q2 2025 and has held it in 4 quarters since.
  • Kovitz Investment Group Partners's ADT position peaked at $1.52M in Q1 2026.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.