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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ethos Financial Group's ADP Position: Q1 2026 in Review

Ethos Financial Group increased its Automatic Data Processing (ADP) stake by 4.6% in Q1 2026, buying an estimated $31.2K and bringing the position to 3,083 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #273.

Ethos Financial Group first reported a position in ADP in Q4 2022 and has held it in 14 quarters since. The position peaked at $763K in Q4 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Ethos Financial Group held 3,083 shares of Automatic Data Processing worth $632K as of Q1 2026.
  • Ethos Financial Group bought 136 Automatic Data Processing shares in Q1 2026, an estimated $31.2K.
  • Automatic Data Processing made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #273 holding.
  • Ethos Financial Group first reported a position in Automatic Data Processing in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Automatic Data Processing position peaked at $763K in Q4 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.