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Ethos Financial Group’s Automatic Data Processing ADP Stock Holding History

Ethos Financial Group’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 		$560K Sell
2,047
-1,036
-34% -$221K 0.04% 335
2026
Q1 		$632K Buy
3,083
+136
+5% +$31.2K 0.05% 273
2025
Q4 		$763K Buy
2,947
+591
+25% +$157K 0.06% 234
2025
Q3 		$695K Sell
2,356
-6
-0.3% -$1.81K 0.05% 224
2025
Q2 		$732K Buy
2,362
+31
+1% +$9.52K 0.06% 210
2025
Q1 		$686K Hold
2,331
– – 0.07% 195
2024
Q4 		$686K Buy
2,331
+20
+0.9% +$5.91K 0.09% 134
2024
Q3 		$643K Sell
2,311
-115
-5% -$30.1K 0.11% 110
2024
Q2 		$582K Buy
2,426
+28
+1% +$6.88K 0.1% 119
2024
Q1 		$602K Buy
2,398
+10
+0.4% +$2.44K 0.11% 126
2023
Q4 		$560K Buy
2,388
+368
+18% +$85.7K 0.12% 133
2023
Q3 		$488K Buy
2,020
+853
+73% +$208K 0.13% 97
2023
Q2 		$261K Hold
1,167
– – 0.09% 109
2023
Q1 		$261K Buy
1,167
+19
+2% +$4.29K 0.08% 130
2022
Q4 		$284K Buy
+1,148
New +$282K 0.1% 108

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

Ethos Financial Group's ADP Position: Q2 2026 in Review

Ethos Financial Group reduced its Automatic Data Processing (ADP) stake by 34% in Q2 2026, selling an estimated $221K and leaving 2,047 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #335.

Ethos Financial Group first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $763K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Ethos Financial Group held 2,047 shares of Automatic Data Processing worth $560K as of Q2 2026.
  • Ethos Financial Group sold 1,036 Automatic Data Processing shares in Q2 2026, an estimated $221K.
  • Automatic Data Processing made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #335 holding.
  • Ethos Financial Group first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Automatic Data Processing position peaked at $763K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.