Avity Investment Management’s Automatic Data Processing ADP Stock Holding History

Avity Investment Management’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	$294K	Buy	1,140 +143	+14%	+$37.9K	0.02%	109
2026 Q2	$223K	Hold	997	–	–	0.01%	112
2026 Q1	$203K	Hold	997	–	–	0.01%	112
2025 Q4	$256K	Hold	997	–	–	0.02%	98
2025 Q3	$293K	Hold	997	–	–	0.02%	94
2025 Q2	$307K	Hold	997	–	–	0.02%	91
2025 Q1	$305K	Sell	997 -75	-7%	-$22.6K	0.02%	86
2024 Q4	$314K	Hold	1,072	–	–	0.02%	87
2024 Q3	$297K	Sell	1,072 -183	-15%	-$47.9K	0.02%	88
2024 Q2	$300K	Sell	1,255 -1	-0.1%	-$246	0.02%	91
2024 Q1	$314K	Hold	1,256	–	–	0.03%	87
2023 Q4	$293K	Hold	1,256	–	–	0.03%	86
2023 Q3	$302K	Sell	1,256 -50	-4%	-$12.2K	0.03%	71
2023 Q2	$287K	Hold	1,306	–	–	0.03%	75
2023 Q1	$291K	Hold	1,306	–	–	0.03%	79
2022 Q4	$312K	Hold	1,306	–	–	0.03%	68
2022 Q3	$295K	Sell	1,306 -300	-19%	-$70.8K	0.03%	68
2022 Q2	$337K	Hold	1,606	–	–	0.03%	66
2022 Q1	$365K	Sell	1,606 -343	-18%	-$73.4K	0.03%	69
2021 Q4	$481K	Buy	1,949 +53	+3%	+$12K	0.04%	60
2021 Q3	$379K	Buy	1,896 +96	+5%	+$19.8K	0.03%	65
2021 Q2	$358K	Hold	1,800	–	–	0.03%	65
2021 Q1	$339K	Hold	1,800	–	–	0.03%	67
2020 Q4	$317K	Hold	1,800	–	–	0.03%	64
2020 Q3	$251K	Hold	1,800	–	–	0.03%	61
2020 Q2	$268K	Hold	1,800	–	–	0.03%	59
2020 Q1	$246K	Hold	1,800	–	–	0.03%	57
2019 Q4	$307K	Hold	1,800	–	–	0.03%	62
2019 Q3	$291K	Hold	1,800	–	–	0.04%	62
2019 Q2	$298K	Hold	1,800	–	–	0.04%	60
2019 Q1	$288K	Hold	1,800	–	–	0.03%	62
2018 Q4	$236K	Hold	1,800	–	–	0.03%	63
2018 Q3	$271K	Sell	1,800 -500	-22%	-$70.7K	0.03%	63
2018 Q2	$309K	Sell	2,300 -500	-18%	-$63.4K	0.04%	60
2018 Q1	$318K	Hold	2,800	–	–	0.04%	59
2017 Q4	$328K	Buy	+2,800	New	+$320K	0.04%	58

Other funds holding ADP

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avity Investment Management's ADP Position: Q3 2026 in Review

Avity Investment Management increased its Automatic Data Processing (ADP) stake by 14% in Q3 2026, buying an estimated $37.9K and bringing the position to 1,140 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #109.

Avity Investment Management first reported a position in ADP in Q4 2017 and has held it in 36 quarters since. The position peaked at $481K in Q4 2021. 124 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Avity Investment Management held 1,140 shares of Automatic Data Processing worth $294K as of Q3 2026.
Avity Investment Management bought 143 Automatic Data Processing shares in Q3 2026, an estimated $37.9K.
Automatic Data Processing made up 0.02% of Avity Investment Management's portfolio in Q3 2026, its #109 holding.
Avity Investment Management first reported a position in Automatic Data Processing in Q4 2017 and has held it in 36 quarters since.
Avity Investment Management's Automatic Data Processing position peaked at $481K in Q4 2021.
124 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.