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 Q2	$358K	Buy	55,018 +86	+0.2%	+$590	﹤0.01%	642
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 Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Moneta Group Investment Advisors's ADT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its ADT (ADT) stake by 0.16% in Q2 2026, buying an estimated $590 and bringing the position to 55,018 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Moneta Group Investment Advisors first reported a position in ADT in Q2 2023 and has held it in 13 quarters since. The position peaked at $735K in Q3 2023. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

Moneta Group Investment Advisors held 55,018 shares of ADT worth $358K as of Q2 2026.
Moneta Group Investment Advisors bought 86 ADT shares in Q2 2026, an estimated $590.
ADT made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #642 holding.
Moneta Group Investment Advisors first reported a position in ADT in Q2 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's ADT position peaked at $735K in Q3 2023.
456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.