Action Point Financial Planning’s Automatic Data Processing ADP Stock Holding History

Action Point Financial Planning’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Buy	+829	New	+$177K	0.02%	457

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Action Point Financial Planning's ADP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Automatic Data Processing (ADP) in Q2 2026: 829 shares worth $185K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings.

2,276 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Action Point Financial Planning held 829 shares of Automatic Data Processing worth $185K as of Q2 2026.
Automatic Data Processing was a new Action Point Financial Planning position in Q2 2026.
Automatic Data Processing made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #457 holding.
2,276 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.