Physician Wealth Advisors’s ADT ADT Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-117	Closed	-$1.02K	–	2031
2025 Q3	$1.02K	Buy	+117	New	+$1K	﹤0.01%	1565

Other funds holding ADT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Physician Wealth Advisors's ADT Position: Q4 2025 in Review

Physician Wealth Advisors sold out of ADT (ADT) in Q4 2025, closing a stake of 117 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in ADT in Q3 2025 and held it in 1 quarter. The position peaked at $1.02K in Q3 2025. 450 funds tracked by Wall St. Rank hold ADT as of Q4 2025.

Physician Wealth Advisors reported no remaining ADT position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 117 ADT shares in Q4 2025, an estimated $1.02K.
Physician Wealth Advisors first reported a position in ADT in Q3 2025 and held it in 1 quarter.
Physician Wealth Advisors's ADT position peaked at $1.02K in Q3 2025.
450 funds tracked by Wall St. Rank held ADT as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.