Perigon Wealth Management
ADT icon

Perigon Wealth Management’s ADT ADT Stock Holding History

Perigon Wealth Management’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 		$76.7K Buy
12,611
+1,397
+12% +$9.9K ﹤0.01% 1439
2026
Q2 		$72.9K Sell
11,214
-11,383
-50% -$78.1K ﹤0.01% 1414
2026
Q1 		$148K Sell
22,597
-20,953
-48% -$157K ﹤0.01% 1242
2025
Q4 		$351K Sell
43,550
-2,411
-5% -$20K 0.01% 955
2025
Q3 		$400K Buy
+45,961
New +$394K 0.01% 828

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Perigon Wealth Management's ADT Position: Q3 2026 in Review

Perigon Wealth Management increased its ADT (ADT) stake by 12% in Q3 2026, buying an estimated $9.9K and bringing the position to 12,611 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Perigon Wealth Management first reported a position in ADT in Q3 2025 and has held it in 5 quarters since. The position peaked at $400K in Q3 2025. 95 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Perigon Wealth Management held 12,611 shares of ADT worth $76.7K as of Q3 2026.
  • Perigon Wealth Management bought 1,397 ADT shares in Q3 2026, an estimated $9.9K.
  • ADT made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1439 holding.
  • Perigon Wealth Management first reported a position in ADT in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's ADT position peaked at $400K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.