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Adt shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Adt (ADT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Adt

Tip: Access up to 7 years of quarterly data

All positions including Adt held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adt by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 28k 7.23

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Bd Index Fds Intermed Term (BIV)
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View all positions for EP Wealth Advisors

Top funds holding Adt

Apollo Management Holdings
State Farm Mutual Automobile Insurance Company
Vanguard Group
Pacer Advisors
Ariel Investments
Alliancebernstein
Dimensional Fund Advisors
BlackRock
BlackRock
LSV Asset Management
State Street Corporation
Geode Capital Management
AQR Capital Management
Charles Schwab Investment Management
Cyrill Wipfli

View all funds holding Adt