Brendel Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Brendel Financial Advisors’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	$253K	Hold	1,130	–	–	0.12%	88
2026 Q1	$230K	Hold	1,130	–	–	0.11%	87
2025 Q4	$291K	Sell	1,130 -283	-20%	-$75.3K	0.14%	80
2025 Q3	$415K	Sell	1,413 -10,636	-88%	-$3.2M	0.21%	65
2025 Q2	$3.72M	Buy	12,049 +10,919	+966%	+$3.35M	2.08%	13
2025 Q1	$345K	Hold	1,130	–	–	0.21%	73
2024 Q4	$331K	Hold	1,130	–	–	0.2%	72
2024 Q3	$313K	Hold	1,130	–	–	0.18%	77
2024 Q2	$270K	Hold	1,130	–	–	0.17%	76
2024 Q1	$282K	Hold	1,130	–	–	0.32%	50
2023 Q4	$263K	Buy	+1,130	New	+$263K	0.17%	78
2023 Q2	–	Sell	-1,130	Closed	-$252K	–	47
2023 Q1	$252K	Buy	+1,130	New	+$255K	0.19%	74
2022 Q3	–	Sell	-1,876	Closed	-$394K	–	42
2022 Q2	$394K	Hold	1,876	–	–	0.34%	67
2022 Q1	$427K	Hold	1,876	–	–	0.23%	77
2021 Q4	$463K	Buy	+1,876	New	+$425K	0.24%	73
2021 Q3	–	Sell	-1,998	Closed	-$397K	–	62
2021 Q2	$397K	Sell	1,998 -120	-6%	-$23.3K	0.22%	81
2021 Q1	$399K	Sell	2,118 -18,429	-90%	-$3.2M	0.27%	68
2020 Q4	$3.62M	Buy	+20,547	New	+$3.37M	2.46%	11
2019 Q3	–	Sell	-12,789	Closed	-$2.11M	–	80
2019 Q2	$2.11M	Buy	+12,789	New	+$2.08M	2.05%	19

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Brendel Financial Advisors's ADP Position: Q2 2026 in Review

Brendel Financial Advisors held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,130 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #88.

Brendel Financial Advisors first reported a position in ADP in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.72M in Q2 2025. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Brendel Financial Advisors held 1,130 shares of Automatic Data Processing worth $253K as of Q2 2026.
Brendel Financial Advisors left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.12% of Brendel Financial Advisors's portfolio in Q2 2026, its #88 holding.
Brendel Financial Advisors first reported a position in Automatic Data Processing in Q2 2019 and has held it in 19 quarters since.
Brendel Financial Advisors's Automatic Data Processing position peaked at $3.72M in Q2 2025.
1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.