Polen Capital Management
ADT icon

Polen Capital Management’s ADT ADT Stock Holding History

Polen Capital 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
Q1 		– Sell
-49,368
Closed -$398K – 225
2025
Q4 		$398K Sell
49,368
-28,769
-37% -$239K ﹤0.01% 194
2025
Q3 		$681K Buy
78,137
+5,211
+7% +$44.7K ﹤0.01% 166
2025
Q2 		$618K Buy
+72,926
New +$597K ﹤0.01% 180

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Polen Capital Management's ADT Position: Q1 2026 in Review

Polen Capital Management sold out of ADT (ADT) in Q1 2026, closing a stake of 49,368 shares — an estimated $398K sold.

Polen Capital Management first reported a position in ADT in Q2 2025 and held it in 3 quarters. The position peaked at $681K in Q3 2025. 446 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • Polen Capital Management reported no remaining ADT position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 49,368 ADT shares in Q1 2026, an estimated $398K.
  • Polen Capital Management first reported a position in ADT in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's ADT position peaked at $681K in Q3 2025.
  • 446 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.