TWD
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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return