RFP
ADT icon

Root Financial Partners’s ADT ADT Stock Holding History

Root Financial Partners’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 		– Sell
-2,803
Closed -$18.4K – 453
2026
Q1 		$18.4K Sell
2,803
-60
-2% -$450 ﹤0.01% 1360
2025
Q4 		$23.1K Buy
2,863
+334
+13% +$2.78K ﹤0.01% 1109
2025
Q3 		$22K Buy
+2,529
New +$21.7K ﹤0.01% 1067

Other funds holding ADT

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Root Financial Partners's ADT Position: Q2 2026 in Review

Root Financial Partners sold out of ADT (ADT) in Q2 2026, closing a stake of 2,803 shares — an estimated $18.4K sold.

Root Financial Partners first reported a position in ADT in Q3 2025 and held it in 3 quarters. The position peaked at $23.1K in Q4 2025. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Root Financial Partners reported no remaining ADT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,803 ADT shares in Q2 2026, an estimated $18.4K.
  • Root Financial Partners first reported a position in ADT in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ADT position peaked at $23.1K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.