Sax Wealth Advisors
ADT icon

Sax Wealth Advisors’s ADT ADT Stock Holding History

Sax 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
2026
Q3 		$280K Buy
+46,075
New +$327K 0.01% 601

Other funds holding ADT

Wasatch Advisors
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sax Wealth Advisors's ADT Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in ADT (ADT) in Q3 2026: 46,075 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings.

41 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Sax Wealth Advisors held 46,075 shares of ADT worth $280K as of Q3 2026.
  • ADT was a new Sax Wealth Advisors position in Q3 2026.
  • ADT made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #601 holding.
  • 41 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.