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Summit Financial’s ADT ADT Stock Holding History

Summit Financial’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 		$515K Buy
+78,613
New +$539K 0.01% 1077

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

Summit Financial's ADT Position: Q2 2026 in Review

Summit Financial opened a new position in ADT (ADT) in Q2 2026: 78,613 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #1077 among its holdings.

453 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Summit Financial held 78,613 shares of ADT worth $515K as of Q2 2026.
  • ADT was a new Summit Financial position in Q2 2026.
  • ADT made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1077 holding.
  • 453 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.