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
Q2 		$170K Buy
26,132
+1,324
+5% +$9.08K ﹤0.01% 1566
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

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's ADT Position: Q2 2026 in Review

United Capital Financial Advisors increased its ADT (ADT) stake by 5.3% in Q2 2026, buying an estimated $9.08K and bringing the position to 26,132 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

United Capital Financial Advisors first reported a position in ADT in Q3 2024 and has held it in 3 quarters since. The position peaked at $208K in Q3 2024. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • United Capital Financial Advisors held 26,132 shares of ADT worth $170K as of Q2 2026.
  • United Capital Financial Advisors bought 1,324 ADT shares in Q2 2026, an estimated $9.08K.
  • ADT made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1566 holding.
  • United Capital Financial Advisors first reported a position in ADT in Q3 2024 and has held it in 3 quarters since.
  • United Capital Financial Advisors's ADT position peaked at $208K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.