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Financial Advocates Investment Management’s Automatic Data Processing ADP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,120
Closed -$345K – 111
2025
Q2 		$345K Buy
1,120
+5
+0.4% +$1.54K 0.03% 464
2025
Q1 		$341K Sell
1,115
-6,577
-86% -$1.98M 0.02% 526
2024
Q4 		$2.25M Sell
7,692
-118
-2% -$34.9K 0.13% 166
2024
Q3 		$2.16M Sell
7,810
-40
-0.5% -$10.5K 0.12% 170
2024
Q2 		$1.87M Sell
7,850
-507
-6% -$124K 0.12% 176
2024
Q1 		$2.09M Sell
8,357
-37
-0.4% -$9.04K 0.12% 178
2023
Q4 		$1.96M Sell
8,394
-1,187
-12% -$277K 0.13% 178
2023
Q3 		$2.31M Sell
9,581
-522
-5% -$127K 0.17% 142
2023
Q2 		$2.22M Sell
10,103
-69
-0.7% -$14.9K 0.16% 151
2023
Q1 		$2.26M Buy
10,172
+68
+0.7% +$15.3K 0.16% 148
2022
Q4 		$2.41M Sell
10,104
-2,473
-20% -$607K 0.18% 144
2022
Q3 		$2.65M Buy
12,577
+2,150
+21% +$507K 0.22% 121
2022
Q2 		$2.19M Buy
10,427
+278
+3% +$60.9K 0.18% 141
2022
Q1 		$2.31M Buy
10,149
+514
+5% +$110K 0.15% 162
2021
Q4 		$2.38M Buy
9,635
+278
+3% +$62.9K 0.15% 158
2021
Q3 		$1.87M Buy
9,357
+268
+3% +$55.2K 0.13% 193
2021
Q2 		$1.8M Sell
9,089
-604
-6% -$117K 0.12% 207
2021
Q1 		$1.83M Sell
9,693
-1,469
-13% -$255K 0.13% 191
2020
Q4 		$1.97M Buy
11,162
+2
+0% +$328 0.13% 178
2020
Q3 		$1.56M Sell
11,160
-1,276
-10% -$179K 0.13% 168
2020
Q2 		$1.85M Sell
12,436
-785
-6% -$112K 0.18% 139
2020
Q1 		$1.81M Sell
13,221
-911
-6% -$147K 0.26% 102
2019
Q4 		$2.41M Buy
14,132
+127
+0.9% +$21K 0.26% 101
2019
Q3 		$2.26M Sell
14,005
-73
-0.5% -$12.1K 0.26% 105
2019
Q2 		$2.33M Buy
14,078
+694
+5% +$113K 0.27% 96
2019
Q1 		$2.14M Sell
13,384
-62
-0.5% -$9.01K 0.27% 104
2018
Q4 		$1.76M Sell
13,446
-632
-4% -$89.2K 0.24% 112
2018
Q3 		$2.12M Sell
14,078
-635
-4% -$89.8K 0.24% 104
2018
Q2 		$1.98M Sell
14,713
-920
-6% -$117K 0.24% 102
2018
Q1 		$1.77M Buy
15,633
+1,123
+8% +$131K 0.23% 97
2017
Q4 		$1.7M Buy
+14,510
New +$1.66M 0.23% 95

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Advocates Investment Management's ADP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 1,120 shares — an estimated $345K sold.

Financial Advocates Investment Management first reported a position in ADP in Q4 2017 and held it in 31 quarters. The position peaked at $2.65M in Q3 2022. 2,389 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,120 Automatic Data Processing shares in Q3 2025, an estimated $345K.
  • Financial Advocates Investment Management first reported a position in Automatic Data Processing in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Automatic Data Processing position peaked at $2.65M in Q3 2022.
  • 2,389 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.