Root Financial Partners
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
Q3 		$67.9K Buy
+11,162
New +$79.3K ﹤0.01% 924
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

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AL
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Wedge Capital Management
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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
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 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

Root Financial Partners's ADT Position: Q3 2026 in Review

Root Financial Partners opened a new position in ADT (ADT) in Q3 2026: 11,162 shares worth $67.9K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADT as recently as Q1 2026.

Root Financial Partners first reported a position in ADT in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Root Financial Partners held 11,162 shares of ADT worth $67.9K as of Q3 2026.
  • ADT was a new Root Financial Partners position in Q3 2026.
  • ADT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #924 holding.
  • Root Financial Partners first reported a position in ADT in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.