Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for ADT Inc. (ADT)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
49,368 |
<0.01 |
Reduce 36.82%
|
<0.01 |
$8.07 |
$398,400 |
SEC |
| 2025 Q3 |
78,137 |
<0.01 |
Add 7.15%
|
<0.01 |
$8.71 |
$680,573 |
SEC |
| 2025 Q2 |
72,926 |
<0.01 |
Buy
|
<0.01 |
$8.47 |
$617,683 |
SEC |