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RAFFA WEALTH MANAGEMENT, LLC’s ADT ADT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$59 Sell
9
-6
-40% -$41 ﹤0.01% 1487
2026
Q1 		$99 Buy
+15
New +$113 ﹤0.01% 1287

Other funds holding ADT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 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

RAFFA WEALTH MANAGEMENT, LLC's ADT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its ADT (ADT) stake by 40% in Q2 2026, selling an estimated $41 and leaving 9 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ADT in Q1 2026 and has held it in 2 quarters since. The position peaked at $99 in Q1 2026. 94 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 9 shares of ADT worth $59 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 6 ADT shares in Q2 2026, an estimated $41.
  • ADT made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1487 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in ADT in Q1 2026 and has held it in 2 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's ADT position peaked at $99 in Q1 2026.
  • 94 funds tracked by Wall St. Rank held ADT as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.