Fermata Advisors’s Automatic Data Processing ADP Stock Holding History

Fermata Advisors’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	$266K	Buy	1,189 +200	+20%	+$42.8K	0.05%	216
2026 Q1	$201K	Buy	989 +20	+2%	+$4.59K	0.05%	225
2025 Q4	$249K	Buy	969 +5	+0.5%	+$1.33K	0.06%	188
2025 Q3	$283K	Sell	964 -27	-3%	-$8.13K	0.07%	170
2025 Q2	$306K	Buy	991 +269	+37%	+$82.6K	0.08%	174
2025 Q1	$220K	Sell	722 -72	-9%	-$21.7K	0.04%	255
2024 Q4	$232K	Buy	794 +33	+4%	+$9.75K	0.04%	236
2024 Q3	$210K	Buy	+761	New	+$199K	0.04%	231
2022 Q2	–	Sell	-1,281	Closed	-$292K	–	160
2022 Q1	$292K	Buy	1,281 +378	+42%	+$80.9K	0.11%	126
2021 Q4	$224K	Sell	903 -119	-12%	-$26.9K	0.08%	168
2021 Q3	$205K	Sell	1,022 -48	-4%	-$9.89K	0.09%	170
2021 Q2	$213K	Buy	+1,070	New	+$208K	0.12%	144

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fermata Advisors's ADP Position: Q2 2026 in Review

Fermata Advisors increased its Automatic Data Processing (ADP) stake by 20% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,189 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #216.

Fermata Advisors first reported a position in ADP in Q2 2021 and has held it in 12 quarters since. The position peaked at $306K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Fermata Advisors held 1,189 shares of Automatic Data Processing worth $266K as of Q2 2026.
Fermata Advisors bought 200 Automatic Data Processing shares in Q2 2026, an estimated $42.8K.
Automatic Data Processing made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #216 holding.
Fermata Advisors first reported a position in Automatic Data Processing in Q2 2021 and has held it in 12 quarters since.
Fermata Advisors's Automatic Data Processing position peaked at $306K in Q2 2025.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.