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

Avantax 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
2025
Q2 		$11.3M Buy
36,681
+2,217
+6% +$681K 0.06% 248
2025
Q1 		$10.5M Buy
34,464
+2,289
+7% +$690K 0.06% 234
2024
Q4 		$9.42M Buy
32,175
+2,203
+7% +$651K 0.06% 240
2024
Q3 		$8.29M Sell
29,972
-2,357
-7% -$616K 0.05% 273
2024
Q2 		$7.72M Buy
32,329
+13,915
+76% +$3.42M 0.06% 263
2024
Q1 		$4.6M Buy
18,414
+3,465
+23% +$847K 0.04% 322
2023
Q4 		$3.48M Sell
14,949
-1,195
-7% -$278K 0.03% 351
2023
Q3 		$3.88M Sell
16,144
-266
-2% -$64.9K 0.04% 302
2023
Q2 		$3.61M Buy
16,410
+3,834
+30% +$827K 0.04% 313
2023
Q1 		$2.8M Buy
12,576
+2,734
+28% +$617K 0.03% 358
2022
Q4 		$2.35M Buy
9,842
+2,445
+33% +$600K 0.03% 374
2022
Q3 		$1.67M Sell
7,397
-2,318
-24% -$547K 0.03% 413
2022
Q2 		$2.04M Buy
9,715
+459
+5% +$101K 0.03% 373
2022
Q1 		$2.11M Buy
9,256
+204
+2% +$43.7K 0.03% 366
2021
Q4 		$2.23M Buy
9,052
+171
+2% +$38.7K 0.03% 346
2021
Q3 		$1.77M Sell
8,881
-65
-0.7% -$13.4K 0.03% 363
2021
Q2 		$1.78M Buy
8,946
+1,857
+26% +$361K 0.03% 354
2021
Q1 		$1.34M Buy
7,089
+576
+9% +$100K 0.03% 381
2020
Q4 		$1.15M Sell
6,513
-8,424
-56% -$1.38M 0.03% 370
2020
Q3 		$2.08M Buy
14,937
+7,831
+110% +$1.1M 0.03% 358
2020
Q2 		$1.06M Sell
7,106
-5,163
-42% -$739K 0.03% 331
2020
Q1 		$1.68M Sell
12,269
-950
-7% -$153K 0.05% 217
2019
Q4 		$2.25M Buy
13,219
+3,245
+33% +$537K 0.05% 192
2019
Q3 		$1.61M Buy
9,974
+780
+8% +$129K 0.06% 149
2019
Q2 		$1.52M Buy
9,194
+1,486
+19% +$241K 0.07% 142
2019
Q1 		$1.23M Buy
7,708
+1,812
+31% +$263K 0.07% 152
2018
Q4 		$780K Buy
+5,896
New +$832K 0.13% 159

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's ADP Position: Q2 2025 in Review

Avantax Advisory Services increased its Automatic Data Processing (ADP) stake by 6.4% in Q2 2025, buying an estimated $681K and bringing the position to 36,681 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #248.

Avantax Advisory Services first reported a position in ADP in Q4 2018 and has held it in 27 quarters since. 2,463 funds tracked by Wall St. Rank hold ADP as of Q2 2025.

  • Avantax Advisory Services held 36,681 shares of Automatic Data Processing worth $11.3M as of Q2 2025.
  • Avantax Advisory Services bought 2,217 Automatic Data Processing shares in Q2 2025, an estimated $681K.
  • Automatic Data Processing made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #248 holding.
  • Avantax Advisory Services first reported a position in Automatic Data Processing in Q4 2018 and has held it in 27 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.