Creative Planning
ADP icon

Creative Planning’s Automatic Data Processing ADP Stock Holding History

Creative 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
2014
Q4 		– Sell
-2,278
Closed -$9K – 4127
2014
Q3 		$9K Hold
2,278
– – ﹤0.01% 2983
2014
Q2 		$5K Hold
2,278
– – ﹤0.01% 3191
2014
Q1 		$6K Buy
+2,278
New +$155K ﹤0.01% 2978

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

Creative Planning's ADP Position: Q2 2026 in Review

Creative Planning increased its Automatic Data Processing (ADP) stake by 54% in Q2 2026, buying an estimated $14M and bringing the position to 185,212 shares worth $41.5M. The position accounts for 0.02% of the portfolio, ranked #278.

Creative Planning first reported a position in ADP in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.4M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Creative Planning held 185,212 shares of Automatic Data Processing worth $41.5M as of Q2 2026.
  • Creative Planning bought 65,301 Automatic Data Processing shares in Q2 2026, an estimated $14M.
  • Automatic Data Processing made up 0.02% of Creative Planning's portfolio in Q2 2026, its #278 holding.
  • Creative Planning first reported a position in Automatic Data Processing in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Automatic Data Processing position peaked at $43.4M in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.