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Montgomery Financial Services’s ADT ADT Stock Holding History

Montgomery Financial Services’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 		$650 Buy
+100
New +$686 ﹤0.01% 311

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LSV Asset Management
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Vanguard Capital Management
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State Street
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Montgomery Financial Services's ADT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in ADT (ADT) in Q2 2026: 100 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

425 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Montgomery Financial Services held 100 shares of ADT worth $650 as of Q2 2026.
  • ADT was a new Montgomery Financial Services position in Q2 2026.
  • ADT made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #311 holding.
  • 425 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.