PWPS
ADT icon

Pinnacle Wealth Planning Services’s ADT ADT Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$8.5K Buy
1,294
+981
+313% +$7.37K ﹤0.01% 2065
2025
Q4 		$2.53K Buy
+313
New +$2.6K ﹤0.01% 2432

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

Pinnacle Wealth Planning Services's ADT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ADT (ADT) stake by 313% in Q1 2026, buying an estimated $7.37K and bringing the position to 1,294 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Pinnacle Wealth Planning Services first reported a position in ADT in Q4 2025 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,294 shares of ADT worth $8.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 981 ADT shares in Q1 2026, an estimated $7.37K.
  • ADT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2065 holding.
  • Pinnacle Wealth Planning Services first reported a position in ADT in Q4 2025 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.