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 Q2	$5.27K	Buy	811 +737	+996%	+$5.05K	﹤0.01%	1148
2026 Q1	$486	Buy	+74	New	+$556	﹤0.01%	1618

Other funds holding ADT

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

SHP Wealth Management's ADT Position: Q2 2026 in Review

SHP Wealth Management increased its ADT (ADT) stake by 996% in Q2 2026, buying an estimated $5.05K and bringing the position to 811 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

SHP Wealth Management first reported a position in ADT in Q1 2026 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

SHP Wealth Management held 811 shares of ADT worth $5.27K as of Q2 2026.
SHP Wealth Management bought 737 ADT shares in Q2 2026, an estimated $5.05K.
ADT made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1148 holding.
SHP Wealth Management first reported a position in ADT in Q1 2026 and has held it in 2 quarters since.
456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.