LRI Investments’s ADT ADT Stock Holding History

LRI Investments’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	$3.8K	Buy	585 +71	+14%	+$487	﹤0.01%	1182
2026 Q1	$3.38K	Buy	+514	New	+$3.86K	﹤0.01%	1181

Other funds holding ADT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LRI Investments's ADT Position: Q2 2026 in Review

LRI Investments increased its ADT (ADT) stake by 14% in Q2 2026, buying an estimated $487 and bringing the position to 585 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

LRI Investments first reported a position in ADT in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

LRI Investments held 585 shares of ADT worth $3.8K as of Q2 2026.
LRI Investments bought 71 ADT shares in Q2 2026, an estimated $487.
ADT made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1182 holding.
LRI Investments first reported a position in ADT in Q1 2026 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.