Compass Financial Management’s Automatic Data Processing ADP Stock Holding History

Compass Financial Management’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	$125K	Buy	+536	New	+$115K	0.02%	517

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's ADP Position: Q2 2026 in Review

Compass Financial Management opened a new position in Automatic Data Processing (ADP) in Q2 2026: 536 shares worth $125K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings.

2,189 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Compass Financial Management held 536 shares of Automatic Data Processing worth $125K as of Q2 2026.
Automatic Data Processing was a new Compass Financial Management position in Q2 2026.
Automatic Data Processing made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #517 holding.
2,189 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.