SW
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SVB Wealth’s ADT ADT Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-182
Closed -$1.48K – 450
2025
Q1 		$1.48K Buy
+182
New +$1.37K ﹤0.01% 1288

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SVB Wealth's ADT Position: Q2 2025 in Review

SVB Wealth sold out of ADT (ADT) in Q2 2025, closing a stake of 182 shares — an estimated $1.48K sold.

SVB Wealth first reported a position in ADT in Q1 2025 and held it in 1 quarter. The position peaked at $1.48K in Q1 2025. 421 funds tracked by Wall St. Rank hold ADT as of Q2 2025.

  • SVB Wealth reported no remaining ADT position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 182 ADT shares in Q2 2025, an estimated $1.48K.
  • SVB Wealth first reported a position in ADT in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's ADT position peaked at $1.48K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held ADT as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.