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Defined Financial Planning’s Automatic Data Processing ADP Stock Holding History

Defined 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
2025
Q3 		$223K Buy
766
+2
+0.3% +$602 0.18% 59
2025
Q2 		$228K Sell
764
-268
-26% -$82.3K 0.2% 64
2025
Q1 		$316K Buy
1,032
+5
+0.5% +$1.51K 0.32% 50
2024
Q4 		$301K Buy
+1,027
New +$304K 0.32% 47

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Defined Financial Planning's ADP Position: Q3 2025 in Review

Defined Financial Planning increased its Automatic Data Processing (ADP) stake by 0.26% in Q3 2025, buying an estimated $602 and bringing the position to 766 shares worth $223K. The position accounts for 0.18% of the portfolio, ranked #59.

Defined Financial Planning first reported a position in ADP in Q4 2024 and has held it in 4 quarters since. The position peaked at $316K in Q1 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Defined Financial Planning held 766 shares of Automatic Data Processing worth $223K as of Q3 2025.
  • Defined Financial Planning bought 2 Automatic Data Processing shares in Q3 2025, an estimated $602.
  • Automatic Data Processing made up 0.18% of Defined Financial Planning's portfolio in Q3 2025, its #59 holding.
  • Defined Financial Planning first reported a position in Automatic Data Processing in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Automatic Data Processing position peaked at $316K in Q1 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.