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Forum Financial Management’s Automatic Data Processing ADP Stock Holding History

Forum Financial 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
2026
Q2 		$597K Sell
2,667
-657
-20% -$140K 0.01% 187
2026
Q1 		$675K Sell
3,324
-1,910
-36% -$438K 0.01% 165
2025
Q4 		$1.35M Sell
5,234
-130
-2% -$34.6K 0.02% 193
2025
Q3 		$1.57M Buy
5,364
+6
+0.1% +$1.81K 0.02% 162
2025
Q2 		$1.65M Buy
5,358
+251
+5% +$77.1K 0.03% 148
2025
Q1 		$1.56M Buy
+5,107
New +$1.54M 0.03% 147
2024
Q4 		– Sell
-4,270
Closed -$1.18M – 898
2024
Q3 		$1.18M Sell
4,270
-807
-16% -$211K 0.02% 166
2024
Q2 		$1.21M Buy
5,077
+696
+16% +$171K 0.02% 151
2024
Q1 		$1.09M Sell
4,381
-802
-15% -$196K 0.02% 176
2023
Q4 		$1.21M Sell
5,183
-335
-6% -$78.1K 0.02% 144
2023
Q3 		$1.33M Buy
5,518
+1,207
+28% +$294K 0.03% 126
2023
Q2 		$948K Buy
4,311
+1,615
+60% +$348K 0.02% 167
2023
Q1 		$600K Sell
2,696
-50
-2% -$11.3K 0.02% 224
2022
Q4 		$656K Buy
2,746
+354
+15% +$86.9K 0.02% 199
2022
Q3 		$541K Sell
2,392
-79
-3% -$18.6K 0.03% 209
2022
Q2 		$519K Buy
2,471
+209
+9% +$45.8K 0.03% 228
2022
Q1 		$514K Hold
2,262
– – 0.02% 234
2021
Q4 		$558K Buy
+2,262
New +$512K 0.03% 220

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forum Financial Management's ADP Position: Q2 2026 in Review

Forum Financial Management reduced its Automatic Data Processing (ADP) stake by 20% in Q2 2026, selling an estimated $140K and leaving 2,667 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #187.

Forum Financial Management first reported a position in ADP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q2 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Forum Financial Management held 2,667 shares of Automatic Data Processing worth $597K as of Q2 2026.
  • Forum Financial Management sold 657 Automatic Data Processing shares in Q2 2026, an estimated $140K.
  • Automatic Data Processing made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #187 holding.
  • Forum Financial Management first reported a position in Automatic Data Processing in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Automatic Data Processing position peaked at $1.65M in Q2 2025.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.