Claris Financial’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$426K Sell
2,098
-21
-1% -$4.82K 0.23% 96
2025
Q4
$545K Buy
2,119
+5
+0.2% +$1.33K 0.29% 83
2025
Q3
$620K Buy
2,114
+157
+8% +$47.3K 0.35% 69
2025
Q2
$604K Buy
1,957
+62
+3% +$19K 0.45% 66
2025
Q1
$555K Hold
1,895
0.36% 67
2024
Q4
$555K Buy
+1,895
New +$560K 0.36% 67

Other funds holding ADP

Claris Financial's ADP Position: Q1 2026 in Review

Claris Financial reduced its Automatic Data Processing (ADP) stake by 0.99% in Q1 2026, selling an estimated $4.82K and leaving 2,098 shares worth $426K. The position accounts for 0.23% of the portfolio, ranked #96.

Claris Financial first reported a position in ADP in Q4 2024 and has held it in 6 quarters since. The position peaked at $620K in Q3 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Claris Financial held 2,098 shares of Automatic Data Processing worth $426K as of Q1 2026.
  • Claris Financial sold 21 Automatic Data Processing shares in Q1 2026, an estimated $4.82K.
  • Automatic Data Processing made up 0.23% of Claris Financial's portfolio in Q1 2026, its #96 holding.
  • Claris Financial first reported a position in Automatic Data Processing in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Automatic Data Processing position peaked at $620K in Q3 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.