SWM
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SHP Wealth Management’s ADT ADT Stock Holding History

SHP Wealth 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 		$486 Buy
+74
New +$556 ﹤0.01% 1618

Other funds holding ADT

State Farm Mutual Automobile Insurance
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AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 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

SHP Wealth Management's ADT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in ADT (ADT) in Q1 2026: 74 shares worth $486. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings.

446 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • SHP Wealth Management held 74 shares of ADT worth $486 as of Q1 2026.
  • ADT was a new SHP Wealth Management position in Q1 2026.
  • ADT made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1618 holding.
  • 446 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.