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Legacy Financial Advisors’s ADT ADT Stock Holding History

Legacy Financial 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 		– Sell
-10,943
Closed -$71.9K – 437
2026
Q1 		$71.9K Sell
10,943
-11,492
-51% -$86.3K 0.01% 402
2025
Q4 		$181K Buy
22,435
+11,470
+105% +$95.4K 0.03% 386
2025
Q3 		$95.5K Buy
+10,965
New +$94.1K 0.01% 415

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

Legacy Financial Advisors's ADT Position: Q2 2026 in Review

Legacy Financial Advisors sold out of ADT (ADT) in Q2 2026, closing a stake of 10,943 shares — an estimated $71.9K sold.

Legacy Financial Advisors first reported a position in ADT in Q3 2025 and held it in 3 quarters. The position peaked at $181K in Q4 2025. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Legacy Financial Advisors reported no remaining ADT position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,943 ADT shares in Q2 2026, an estimated $71.9K.
  • Legacy Financial Advisors first reported a position in ADT in Q3 2025 and held it in 3 quarters.
  • Legacy Financial Advisors's ADT position peaked at $181K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.