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Valeo Financial Advisors’s ADT ADT Stock Holding History

Valeo 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 		$67.9K Buy
+10,442
New +$71.6K ﹤0.01% 805
2021
Q2 		– Sell
-5,009
Closed -$42K – 539
2021
Q1 		$42K Sell
5,009
-991
-17% -$8.58K ﹤0.01% 931
2020
Q4 		$47K Buy
+6,000
New +$47.1K ﹤0.01% 797

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 $3.37T AUM 44.26% 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

Valeo Financial Advisors's ADT Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in ADT (ADT) in Q2 2026: 10,442 shares worth $67.9K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ADT as recently as Q1 2021.

Valeo Financial Advisors first reported a position in ADT in Q4 2020 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Valeo Financial Advisors held 10,442 shares of ADT worth $67.9K as of Q2 2026.
  • ADT was a new Valeo Financial Advisors position in Q2 2026.
  • ADT made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #805 holding.
  • Valeo Financial Advisors first reported a position in ADT in Q4 2020 and has held it in 3 quarters since.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.