Position in ADT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$725,571
+$227,652 QoQ
Shares Held
110,437
+79.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 35.98974981211007.ToString("F0")%
Shared 0.34770955386328856.ToString("F0")%
None 63.66254063402664.ToString("F0")%
Common Shares in ADT Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $9,150,090 across 6 Security & Protection Services names. ADT ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCO |
Brinks Co
|
47,065 | $4,877,345 | |
| 2 | ALLE |
Allegion plc
|
10,020 | $1,455,805 | |
| 3 | BRC |
Brady Corp
|
12,466 | $1,012,737 | |
| 4 | ADT |
ADT Inc.
This page
|
110,437 | $725,571 | |
| 5 | EVLV |
Evolv Technologies Holdings, Inc.
|
104,129 | $629,980 | |
| 6 | NSSC |
Napco Security Technologies, Inc
|
11,390 | $448,652 |
All Filings in ADT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $725,571 | 110,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $497,919 | 61,700 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $234,960 | 26,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,134 | 25,872 | Shares | Defined | 2025-09-26 | |
| 2024-12-31 | $276,842 | 40,064 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $289,207 | 40,001 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,457 | 39,797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $405,256 | 60,306 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $595,883 | 87,373 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $704,484 | 117,414 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||