UCFA
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United Capital Financial Advisors’s ADT ADT Stock Holding History

United Capital Financial Advisors’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
Q1 		$163K Buy
+24,808
New +$186K ﹤0.01% 1570
2024
Q4 		– Sell
-28,818
Closed -$208K – 1060
2024
Q3 		$208K Buy
+28,818
New +$211K ﹤0.01% 999

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AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

United Capital Financial Advisors's ADT Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in ADT (ADT) in Q1 2026: 24,808 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in ADT as recently as Q3 2024.

United Capital Financial Advisors first reported a position in ADT in Q3 2024 and has held it in 2 quarters since. The position peaked at $208K in Q3 2024. 444 funds tracked by Wall St. Rank hold ADT as of Q1 2026.

  • United Capital Financial Advisors held 24,808 shares of ADT worth $163K as of Q1 2026.
  • ADT was a new United Capital Financial Advisors position in Q1 2026.
  • ADT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1570 holding.
  • United Capital Financial Advisors first reported a position in ADT in Q3 2024 and has held it in 2 quarters since.
  • United Capital Financial Advisors's ADT position peaked at $208K in Q3 2024.
  • 444 funds tracked by Wall St. Rank held ADT as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.