Evergreen Capital Management’s Automatic Data Processing ADP Stock Holding History

Evergreen Capital Management’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	$2.83M	Buy	12,562 +7,602	+153%	+$1.62M	0.05%	280
2026 Q1	$1.02M	Sell	4,960 -1,807	-27%	-$414K	0.02%	482
2025 Q4	$1.75M	Buy	6,767 +300	+5%	+$79.9K	0.04%	342
2025 Q3	$1.91M	Sell	6,467 -128	-2%	-$38.5K	0.05%	293
2025 Q2	$2.04M	Buy	6,595 +1,004	+18%	+$308K	0.06%	260
2025 Q1	$1.72M	Sell	5,591 -1,215	-18%	-$366K	0.06%	270
2024 Q4	$2M	Buy	6,806 +12	+0.2%	+$3.55K	0.07%	251
2024 Q3	$1.89M	Buy	6,794 +111	+2%	+$29K	0.06%	256
2024 Q2	$1.6M	Buy	6,683 +183	+3%	+$44.9K	0.06%	260
2024 Q1	$1.63M	Sell	6,500 -436	-6%	-$107K	0.06%	246
2023 Q4	$1.62M	Buy	6,936 +1,313	+23%	+$306K	0.07%	242
2023 Q3	$1.36M	Sell	5,623 -254	-4%	-$61.9K	0.06%	253
2023 Q2	$1.3M	Buy	5,877 +69	+1%	+$14.9K	0.05%	261
2023 Q1	$1.3M	Buy	5,808 +157	+3%	+$35.4K	0.06%	257
2022 Q4	$1.36M	Buy	5,651 +337	+6%	+$82.7K	0.06%	250
2022 Q3	$1.21M	Buy	5,314 +826	+18%	+$195K	0.06%	245
2022 Q2	$947K	Sell	4,488 -311	-6%	-$68.2K	0.05%	255
2022 Q1	$1.09M	Sell	4,799 -684	-12%	-$146K	0.04%	275
2021 Q4	$1.35M	Buy	5,483 +147	+3%	+$33.3K	0.05%	255
2021 Q3	$1.07M	Buy	5,336 +3,280	+160%	+$676K	0.05%	271
2021 Q2	$408K	Buy	2,056 +154	+8%	+$29.9K	0.02%	363
2021 Q1	$358K	Buy	+1,902	New	+$330K	0.02%	359
2020 Q4	–	Sell	-2,702	Closed	-$377K	–	451
2020 Q3	$377K	Sell	2,702 -114	-4%	-$16K	0.03%	299
2020 Q2	$419K	Buy	2,816 +21	+0.8%	+$3.01K	0.03%	259
2020 Q1	$382K	Sell	2,795 -817	-23%	-$132K	0.04%	251
2019 Q4	$616K	Buy	3,612 +50	+1%	+$8.28K	0.05%	215
2019 Q3	$575K	Hold	3,562	–	–	0.05%	209
2019 Q2	$589K	Buy	3,562 +2,250	+171%	+$366K	0.06%	212
2019 Q1	$210K	Buy	+1,312	New	+$191K	0.02%	353
2018 Q4	–	Sell	-1,335	Closed	-$201K	–	382
2018 Q3	$201K	Buy	+1,335	New	+$189K	0.02%	362

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Capital Management's ADP Position: Q2 2026 in Review

Evergreen Capital Management increased its Automatic Data Processing (ADP) stake by 153% in Q2 2026, buying an estimated $1.62M and bringing the position to 12,562 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #280.

Evergreen Capital Management first reported a position in ADP in Q3 2018 and has held it in 30 quarters since. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Evergreen Capital Management held 12,562 shares of Automatic Data Processing worth $2.83M as of Q2 2026.
Evergreen Capital Management bought 7,602 Automatic Data Processing shares in Q2 2026, an estimated $1.62M.
Automatic Data Processing made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #280 holding.
Evergreen Capital Management first reported a position in Automatic Data Processing in Q3 2018 and has held it in 30 quarters since.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.