MGIA
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Moneta Group Investment Advisors’s ADT ADT Stock Holding History

Moneta Group Investment 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
Q1 		$361K Buy
54,932
+32
+0.1% +$240 ﹤0.01% 584
2025
Q4 		$443K Hold
54,900
– – ﹤0.01% 535
2025
Q3 		$478K Hold
54,900
– – ﹤0.01% 508
2025
Q2 		$465K Hold
54,900
– – 0.01% 451
2025
Q1 		$447K Buy
54,900
+1,328
+2% +$10K 0.01% 444
2024
Q4 		$370K Hold
53,572
– – 0.01% 486
2024
Q3 		$387K Hold
53,572
– – 0.01% 466
2024
Q2 		$407K Hold
53,572
– – 0.01% 425
2024
Q1 		$360K Buy
53,572
+25,618
+92% +$170K 0.01% 436
2023
Q4 		$191K Sell
27,954
-94,625
-77% -$590K ﹤0.01% 534
2023
Q3 		$735K Buy
122,579
+94,625
+339% +$590K 0.02% 257
2023
Q2 		$169K Buy
+27,954
New +$175K ﹤0.01% 521

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return