CFFP
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Center for Financial Planning’s Automatic Data Processing ADP Stock Holding History

Center for Financial Planning’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 		$45.9K Hold
205
– – ﹤0.01% 328
2026
Q1 		$41.7K Hold
205
– – ﹤0.01% 328
2025
Q4 		$52.7K Hold
205
– – 0.01% 289
2025
Q3 		$60.2K Hold
205
– – 0.01% 280
2025
Q2 		$63.2K Sell
205
-150
-42% -$46.1K 0.01% 268
2025
Q1 		$108K Buy
355
+150
+73% +$45.2K 0.01% 197
2024
Q4 		$60K Hold
205
– – 0.01% 246
2024
Q3 		$56.7K Hold
205
– – 0.01% 236
2024
Q2 		$48.9K Hold
205
– – 0.01% 234
2024
Q1 		$51.2K Hold
205
– – 0.01% 234
2023
Q4 		$47.8K Hold
205
– – 0.01% 224
2023
Q3 		$49.3K Sell
205
-10
-5% -$2.44K 0.01% 217
2023
Q2 		$47.3K Buy
215
+10
+5% +$2.16K 0.01% 235
2023
Q1 		$45.6K Hold
205
– – 0.01% 223
2022
Q4 		$49K Hold
205
– – 0.01% 221
2022
Q3 		$46K Sell
205
-125
-38% -$29.5K 0.01% 216
2022
Q2 		$69K Hold
330
– – 0.02% 190
2022
Q1 		$75K Hold
330
– – 0.02% 196
2021
Q4 		$81K Hold
330
– – 0.02% 187
2021
Q3 		$66K Hold
330
– – 0.02% 192
2021
Q2 		$66K Sell
330
-55
-14% -$10.7K 0.02% 196
2021
Q1 		$73K Buy
385
+80
+26% +$13.9K 0.02% 179
2020
Q4 		$54K Hold
305
– – 0.02% 195
2020
Q3 		$43K Hold
305
– – 0.01% 198
2020
Q2 		$45K Sell
305
-139
-31% -$19.9K 0.02% 193
2020
Q1 		$61K Buy
444
+59
+15% +$9.51K 0.02% 160
2019
Q4 		$66K Buy
+385
New +$63.7K 0.02% 165

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Center for Financial Planning's ADP Position: Q2 2026 in Review

Center for Financial Planning held its Automatic Data Processing (ADP) position steady in Q2 2026 at 205 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Center for Financial Planning first reported a position in ADP in Q4 2019 and has held it in 27 quarters since. The position peaked at $108K in Q1 2025. 1,429 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Center for Financial Planning held 205 shares of Automatic Data Processing worth $45.9K as of Q2 2026.
  • Center for Financial Planning left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #328 holding.
  • Center for Financial Planning first reported a position in Automatic Data Processing in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Automatic Data Processing position peaked at $108K in Q1 2025.
  • 1,429 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.