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 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 $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Annex Advisory Services's ADP Position: Q2 2026 in Review

Annex Advisory Services increased its Automatic Data Processing (ADP) stake by 3.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 2,947 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #226.

Annex Advisory Services first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. The position peaked at $945K in Q2 2025. 399 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Annex Advisory Services held 2,947 shares of Automatic Data Processing worth $660K as of Q2 2026.
Annex Advisory Services bought 111 Automatic Data Processing shares in Q2 2026, an estimated $23.7K.
Automatic Data Processing made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #226 holding.
Annex Advisory Services first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
Annex Advisory Services's Automatic Data Processing position peaked at $945K in Q2 2025.
399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.