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Advisor OS’s Automatic Data Processing ADP Stock Holding History

Advisor OS’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 		$1.54M Buy
6,894
+3,077
+81% +$658K 0.1% 142
2026
Q1 		$776K Buy
3,817
+1,241
+48% +$285K 0.06% 217
2025
Q4 		$663K Buy
2,576
+437
+20% +$116K 0.05% 235
2025
Q3 		$628K Sell
2,139
-2
-0.1% -$602 0.05% 220
2025
Q2 		$660K Buy
2,141
+66
+3% +$20.3K 0.07% 207
2025
Q1 		$634K Sell
2,075
-45
-2% -$13.6K 0.07% 195
2024
Q4 		$621K Buy
2,120
+23
+1% +$6.8K 0.07% 189
2024
Q3 		$580K Buy
2,097
+23
+1% +$6.01K 0.06% 233
2024
Q2 		$495K Buy
2,074
+177
+9% +$43.5K 0.05% 247
2024
Q1 		$474K Buy
1,897
+155
+9% +$37.9K 0.05% 242
2023
Q4 		$406K Buy
1,742
+236
+16% +$55K 0.05% 230
2023
Q3 		$362K Buy
1,506
+284
+23% +$69.2K 0.05% 213
2023
Q2 		$269K Buy
+1,222
New +$263K 0.04% 249

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advisor OS's ADP Position: Q2 2026 in Review

Advisor OS increased its Automatic Data Processing (ADP) stake by 81% in Q2 2026, buying an estimated $658K and bringing the position to 6,894 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #142.

Advisor OS first reported a position in ADP in Q2 2023 and has held it in 13 quarters since. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Advisor OS held 6,894 shares of Automatic Data Processing worth $1.54M as of Q2 2026.
  • Advisor OS bought 3,077 Automatic Data Processing shares in Q2 2026, an estimated $658K.
  • Automatic Data Processing made up 0.1% of Advisor OS's portfolio in Q2 2026, its #142 holding.
  • Advisor OS first reported a position in Automatic Data Processing in Q2 2023 and has held it in 13 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.