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

Everhart 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 		$577K Sell
2,578
-179
-6% -$38.3K 0.04% 255
2026
Q1 		$560K Sell
2,757
-288
-9% -$66K 0.05% 253
2025
Q4 		$783K Sell
3,045
-484
-14% -$129K 0.07% 197
2025
Q3 		$1.04M Buy
3,529
+689
+24% +$207K 0.1% 135
2025
Q2 		$876K Sell
2,840
-385
-12% -$118K 0.1% 136
2025
Q1 		$985K Buy
3,225
+190
+6% +$57.3K 0.13% 109
2024
Q4 		$889K Buy
3,035
+194
+7% +$57.3K 0.18% 112
2024
Q3 		$786K Buy
2,841
+984
+53% +$257K 0.17% 132
2024
Q2 		$443K Buy
1,857
+223
+14% +$54.8K 0.12% 175
2024
Q1 		$408K Buy
1,634
+299
+22% +$73.1K 0.12% 176
2023
Q4 		$311K Sell
1,335
-249
-16% -$58K 0.11% 174
2023
Q3 		$381K Buy
1,584
+265
+20% +$64.6K 0.16% 120
2023
Q2 		$290K Buy
1,319
+123
+10% +$26.5K 0.12% 163
2023
Q1 		$266K Sell
1,196
-23
-2% -$5.19K 0.12% 154
2022
Q4 		$291K Sell
1,219
-545
-31% -$134K 0.15% 126
2022
Q3 		$399K Buy
1,764
+189
+12% +$44.6K 0.22% 89
2022
Q2 		$330K Buy
+1,575
New +$345K 0.2% 113

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Everhart Financial Group reduced its Automatic Data Processing (ADP) stake by 6.5% in Q2 2026, selling an estimated $38.3K and leaving 2,578 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #255.

Everhart Financial Group first reported a position in ADP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2025. 399 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Everhart Financial Group held 2,578 shares of Automatic Data Processing worth $577K as of Q2 2026.
  • Everhart Financial Group sold 179 Automatic Data Processing shares in Q2 2026, an estimated $38.3K.
  • Automatic Data Processing made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #255 holding.
  • Everhart Financial Group first reported a position in Automatic Data Processing in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Automatic Data Processing position peaked at $1.04M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.