True Wealth Design
ADT icon

True Wealth Design’s ADT ADT Stock Holding History

True Wealth Design’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 		$39.3K Buy
6,456
+2,758
+75% +$19.6K 0.01% 595
2026
Q2 		$24K Sell
3,698
-6,341
-63% -$43.5K 0.01% 753
2026
Q1 		$66K Sell
10,039
-3,772
-27% -$28.3K 0.02% 323
2025
Q4 		$111K Sell
13,811
-547
-4% -$4.55K 0.03% 168
2025
Q3 		$125K Buy
14,358
+8,020
+127% +$68.8K 0.04% 125
2025
Q2 		$53.7K Buy
6,338
+220
+4% +$1.8K 0.02% 196
2025
Q1 		$49.8K Buy
6,118
+853
+16% +$6.44K 0.02% 182
2024
Q4 		$36.4K Buy
+5,265
New +$38.3K 0.01% 228
2023
Q3 		– Sell
-4
Closed -$25 – 773
2023
Q2 		$25 Sell
4
-5
-56% -$31 ﹤0.01% 777
2023
Q1 		$66 Buy
+9
New +$73 ﹤0.01% 824

Other funds holding ADT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 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

True Wealth Design's ADT Position: Q3 2026 in Review

True Wealth Design increased its ADT (ADT) stake by 75% in Q3 2026, buying an estimated $19.6K and bringing the position to 6,456 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #595.

True Wealth Design first reported a position in ADT in Q1 2023 and has held it in 10 quarters since. The position peaked at $125K in Q3 2025. 95 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • True Wealth Design held 6,456 shares of ADT worth $39.3K as of Q3 2026.
  • True Wealth Design bought 2,758 ADT shares in Q3 2026, an estimated $19.6K.
  • ADT made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #595 holding.
  • True Wealth Design first reported a position in ADT in Q1 2023 and has held it in 10 quarters since.
  • True Wealth Design's ADT position peaked at $125K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.