Capital Performance Advisors’s Automatic Data Processing ADP Stock Holding History

Capital Performance 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	$237K	Sell	1,056 -777	-42%	-$166K	0.02%	269
2026 Q1	$372K	Buy	1,833 +432	+31%	+$99.1K	0.02%	272
2025 Q4	$360K	Buy	1,401 +541	+63%	+$144K	0.03%	274
2025 Q3	$253K	Buy	+860	New	+$259K	0.04%	257
2025 Q2	–	Sell	-775	Closed	-$237K	–	273
2025 Q1	$237K	Buy	+775	New	+$234K	0.05%	206
2024 Q4	–	Sell	-127	Closed	-$35.2K	–	208
2024 Q3	$35.2K	Buy	+127	New	+$33.2K	0.01%	443

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Performance Advisors's ADP Position: Q2 2026 in Review

Capital Performance Advisors reduced its Automatic Data Processing (ADP) stake by 42% in Q2 2026, selling an estimated $166K and leaving 1,056 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #269.

Capital Performance Advisors first reported a position in ADP in Q3 2024 and has held it in 6 quarters since. The position peaked at $372K in Q1 2026. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Capital Performance Advisors held 1,056 shares of Automatic Data Processing worth $237K as of Q2 2026.
Capital Performance Advisors sold 777 Automatic Data Processing shares in Q2 2026, an estimated $166K.
Automatic Data Processing made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #269 holding.
Capital Performance Advisors first reported a position in Automatic Data Processing in Q3 2024 and has held it in 6 quarters since.
Capital Performance Advisors's Automatic Data Processing position peaked at $372K in Q1 2026.
2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.