Merit Financial Group
ADT icon

Merit Financial Group’s ADT ADT Stock Holding History

Merit Financial Group’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
Q3 		$579K Buy
95,259
+52,924
+125% +$376K ﹤0.01% 1487
2026
Q2 		$275K Sell
42,335
-80,302
-65% -$551K ﹤0.01% 1866
2026
Q1 		$806K Sell
122,637
-120,881
-50% -$908K 0.01% 1093
2025
Q4 		$1.97M Buy
243,518
+27,057
+12% +$225K 0.02% 653
2025
Q3 		$1.89M Buy
216,461
+120,503
+126% +$1.03M 0.02% 601
2025
Q2 		$813K Buy
95,958
+14,464
+18% +$118K 0.01% 884
2025
Q1 		$663K Buy
81,494
+55,262
+211% +$417K 0.01% 816
2024
Q4 		$181K Buy
+26,232
New +$191K ﹤0.01% 1105
2024
Q3 		– Sell
-19,057
Closed -$145K – 831
2024
Q2 		$145K Buy
19,057
+9,020
+90% +$62.5K ﹤0.01% 881
2024
Q1 		$67K Buy
+10,037
New +$66.7K ﹤0.01% 850

Other funds holding ADT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Merit Financial Group's ADT Position: Q3 2026 in Review

Merit Financial Group increased its ADT (ADT) stake by 125% in Q3 2026, buying an estimated $376K and bringing the position to 95,259 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Merit Financial Group first reported a position in ADT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2025. 304 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Merit Financial Group held 95,259 shares of ADT worth $579K as of Q3 2026.
  • Merit Financial Group bought 52,924 ADT shares in Q3 2026, an estimated $376K.
  • ADT made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1487 holding.
  • Merit Financial Group first reported a position in ADT in Q1 2024 and has held it in 10 quarters since.
  • Merit Financial Group's ADT position peaked at $1.97M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.