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Carson Advisory’s Automatic Data Processing ADP Stock Holding History

Carson Advisory’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 		$236K Buy
1,054
+2
+0.2% +$427 0.11% 183
2026
Q1 		$214K Buy
1,052
+2
+0.2% +$459 0.11% 177
2025
Q4 		$270K Buy
1,050
+1
+0.1% +$266 0.14% 141
2025
Q3 		$308K Buy
1,049
+2
+0.2% +$602 0.17% 123
2025
Q2 		$323K Buy
1,047
+1
+0.1% +$307 0.21% 114
2025
Q1 		$320K Sell
1,046
-11
-1% -$3.32K 0.22% 110
2024
Q4 		$309K Sell
1,057
-19
-2% -$5.62K 0.22% 115
2024
Q3 		$298K Buy
1,076
+1
+0.1% +$262 0.19% 128
2024
Q2 		$257K Buy
1,075
+2
+0.2% +$491 0.18% 132
2024
Q1 		$268K Buy
1,073
+60
+6% +$14.7K 0.19% 128
2023
Q4 		$236K Buy
1,013
+2
+0.2% +$466 0.18% 133
2023
Q3 		$243K Sell
1,011
-19
-2% -$4.63K 0.21% 125
2023
Q2 		$226K Buy
1,030
+1
+0.1% +$216 0.19% 135
2023
Q1 		$229K Buy
1,029
+2
+0.2% +$451 0.2% 123
2022
Q4 		$245K Buy
1,027
+1
+0.1% +$246 0.24% 107
2022
Q3 		$232K Buy
+1,026
New +$242K 0.26% 100
2022
Q2 		– Sell
-924
Closed -$210K – 124
2022
Q1 		$210K Hold
924
– – 0.21% 123
2021
Q4 		$228K Buy
+924
New +$209K 0.23% 115

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

Carson Advisory's ADP Position: Q2 2026 in Review

Carson Advisory increased its Automatic Data Processing (ADP) stake by 0.19% in Q2 2026, buying an estimated $427 and bringing the position to 1,054 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #183.

Carson Advisory first reported a position in ADP in Q4 2021 and has held it in 18 quarters since. The position peaked at $323K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Carson Advisory held 1,054 shares of Automatic Data Processing worth $236K as of Q2 2026.
  • Carson Advisory bought 2 Automatic Data Processing shares in Q2 2026, an estimated $427.
  • Automatic Data Processing made up 0.11% of Carson Advisory's portfolio in Q2 2026, its #183 holding.
  • Carson Advisory first reported a position in Automatic Data Processing in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Automatic Data Processing position peaked at $323K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.