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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
Q3 		$325K Buy
1,260
+71
+6% +$18.8K 0.06% 196
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% +$9.8K 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% -$9.9K 0.09% 170
2021
Q2 		$213K Buy
+1,070
New +$208K 0.12% 144

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fermata Advisors's ADP Position: Q3 2026 in Review

Fermata Advisors increased its Automatic Data Processing (ADP) stake by 6% in Q3 2026, buying an estimated $18.8K and bringing the position to 1,260 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #196.

Fermata Advisors first reported a position in ADP in Q2 2021 and has held it in 13 quarters since. 517 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Fermata Advisors held 1,260 shares of Automatic Data Processing worth $325K as of Q3 2026.
  • Fermata Advisors bought 71 Automatic Data Processing shares in Q3 2026, an estimated $18.8K.
  • Automatic Data Processing made up 0.06% of Fermata Advisors's portfolio in Q3 2026, its #196 holding.
  • Fermata Advisors first reported a position in Automatic Data Processing in Q2 2021 and has held it in 13 quarters since.
  • 517 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.