CIA
ADP icon

Concurrent Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Concurrent Investment 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 		$8.69M Sell
38,791
-4,710
-11% -$1.01M 0.07% 292
2026
Q1 		$8.84M Sell
43,501
-3,116
-7% -$714K 0.1% 231
2025
Q4 		$12M Buy
46,617
+9,375
+25% +$2.5M 0.14% 161
2025
Q3 		$10.9M Sell
37,242
-671
-2% -$202K 0.19% 115
2025
Q2 		$11.7M Buy
37,913
+1,238
+3% +$380K 0.23% 98
2025
Q1 		$11.2M Buy
36,675
+6,072
+20% +$1.83M 0.27% 85
2024
Q4 		$8.96M Buy
30,603
+1,090
+4% +$322K 0.24% 90
2024
Q3 		$8.17M Sell
29,513
-127
-0.4% -$33.2K 0.24% 93
2024
Q2 		$7.07M Buy
29,640
+2,571
+9% +$631K 0.23% 98
2024
Q1 		$6.76M Buy
27,069
+1,944
+8% +$475K 0.27% 87
2023
Q4 		$5.85M Buy
+25,125
New +$5.85M 0.28% 81

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's ADP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Automatic Data Processing (ADP) stake by 11% in Q2 2026, selling an estimated $1.01M and leaving 38,791 shares worth $8.69M. The position accounts for 0.07% of the portfolio, ranked #292.

Concurrent Investment Advisors first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Concurrent Investment Advisors held 38,791 shares of Automatic Data Processing worth $8.69M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,710 Automatic Data Processing shares in Q2 2026, an estimated $1.01M.
  • Automatic Data Processing made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • Concurrent Investment Advisors first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Automatic Data Processing position peaked at $12M in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.