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Vista Investment Partners’s ADT ADT Stock Holding History

Vista Investment Partners’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 		$187K Sell
30,725
-129
-0.4% -$916 0.05% 159
2026
Q2 		$201K Buy
30,854
+210
+0.7% +$1.44K 0.05% 162
2026
Q1 		$201K Hold
30,644
– – 0.05% 163
2025
Q4 		$247K Buy
+30,644
New +$255K 0.06% 148

Other funds holding ADT

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Vista Investment Partners's ADT Position: Q3 2026 in Review

Vista Investment Partners reduced its ADT (ADT) stake by 0.42% in Q3 2026, selling an estimated $916 and leaving 30,725 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #159.

Vista Investment Partners first reported a position in ADT in Q4 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 10 funds tracked by Wall St. Rank hold ADT as of Q3 2026.

  • Vista Investment Partners held 30,725 shares of ADT worth $187K as of Q3 2026.
  • Vista Investment Partners sold 129 ADT shares in Q3 2026, an estimated $916.
  • ADT made up 0.05% of Vista Investment Partners's portfolio in Q3 2026, its #159 holding.
  • Vista Investment Partners first reported a position in ADT in Q4 2025 and has held it in 4 quarters since.
  • Vista Investment Partners's ADT position peaked at $247K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held ADT as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.