Annex Advisory Services’s Automatic Data Processing ADP Stock Holding History

Annex Advisory Services’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 Q3	$757K	Sell	2,934 -13	-0.4%	-$3.45K	0.01%	228
2026 Q2	$660K	Buy	2,947 +111	+4%	+$23.7K	0.01%	226
2026 Q1	$576K	Buy	2,836 +10	+0.4%	+$2.29K	0.01%	235
2025 Q4	$727K	Sell	2,826 -140	-5%	-$37.3K	0.01%	204
2025 Q3	$871K	Sell	2,966 -98	-3%	-$29.5K	0.02%	172
2025 Q2	$945K	Hold	3,064	–	–	0.02%	166
2025 Q1	$936K	Buy	3,064 +90	+3%	+$27.1K	0.03%	167
2024 Q4	$871K	Buy	2,974 +1,460	+96%	+$431K	0.03%	175
2024 Q3	$419K	Hold	1,514	–	–	0.01%	200
2024 Q2	$361K	Buy	+1,514	New	+$372K	0.01%	210

Other funds holding ADP

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Annex Advisory Services's ADP Position: Q3 2026 in Review

Annex Advisory Services reduced its Automatic Data Processing (ADP) stake by 0.44% in Q3 2026, selling an estimated $3.45K and leaving 2,934 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #228.

Annex Advisory Services first reported a position in ADP in Q2 2024 and has held it in 10 quarters since. The position peaked at $945K in Q2 2025. 578 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Annex Advisory Services held 2,934 shares of Automatic Data Processing worth $757K as of Q3 2026.
Annex Advisory Services sold 13 Automatic Data Processing shares in Q3 2026, an estimated $3.45K.
Automatic Data Processing made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #228 holding.
Annex Advisory Services first reported a position in Automatic Data Processing in Q2 2024 and has held it in 10 quarters since.
Annex Advisory Services's Automatic Data Processing position peaked at $945K in Q2 2025.
578 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.