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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
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

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return