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Asset Planning Inc’s Automatic Data Processing ADP Stock Holding History

Asset Planning Inc’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 		$34.3K Sell
153
-222
-59% -$47.5K 0.02% 179
2026
Q1 		$76.2K Hold
375
– – 0.05% 128
2025
Q4 		$96.5K Hold
375
– – 0.07% 111
2025
Q3 		$110K Hold
375
– – 0.08% 103
2025
Q2 		$116K Hold
375
– – 0.09% 101
2025
Q1 		$115K Hold
375
– – 0.09% 96
2024
Q4 		$110K Buy
+375
New +$111K 0.08% 98

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

Asset Planning Inc's ADP Position: Q2 2026 in Review

Asset Planning Inc reduced its Automatic Data Processing (ADP) stake by 59% in Q2 2026, selling an estimated $47.5K and leaving 153 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #179.

Asset Planning Inc first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q2 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Asset Planning Inc held 153 shares of Automatic Data Processing worth $34.3K as of Q2 2026.
  • Asset Planning Inc sold 222 Automatic Data Processing shares in Q2 2026, an estimated $47.5K.
  • Automatic Data Processing made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #179 holding.
  • Asset Planning Inc first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Automatic Data Processing position peaked at $116K in Q2 2025.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.