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Financial Planning Hawaii’s Automatic Data Processing ADP Stock Holding History

Financial Planning Hawaii’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
Q1 		– Sell
-880
Closed -$226K – 124
2025
Q4 		$226K Buy
+880
New +$234K 0.13% 121

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Planning Hawaii's ADP Position: Q1 2026 in Review

Financial Planning Hawaii sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 880 shares — an estimated $226K sold.

Financial Planning Hawaii first reported a position in ADP in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Financial Planning Hawaii reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Financial Planning Hawaii sold 880 Automatic Data Processing shares in Q1 2026, an estimated $226K.
  • Financial Planning Hawaii first reported a position in Automatic Data Processing in Q4 2025 and held it in 1 quarter.
  • Financial Planning Hawaii's Automatic Data Processing position peaked at $226K in Q4 2025.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Financial Planning Hawaii's 13F filing for Q1 2026, filed 21 Apr 2026.