Forum Private Client Group’s Automatic Data Processing ADP Stock Holding History

Forum Private Client Group’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 Q4	–	Sell	-740	Closed	-$217K	–	82
2025 Q3	$217K	Hold	740	–	–	0.08%	78
2025 Q2	$228K	Hold	740	–	–	0.09%	75
2025 Q1	$226K	Hold	740	–	–	0.1%	72
2024 Q4	$217K	Sell	740 -100	-12%	-$29.6K	0.1%	73
2024 Q3	$232K	Hold	840	–	–	0.1%	69
2024 Q2	$201K	Hold	840	–	–	0.1%	73
2024 Q1	$210K	Buy	+840	New	+$205K	0.1%	71
2023 Q1	–	Sell	-884	Closed	-$211K	–	69
2022 Q4	$211K	Buy	+884	New	+$217K	0.15%	66
2022 Q2	–	Sell	-881	Closed	-$200K	–	67
2022 Q1	$200K	Buy	+881	New	+$189K	0.16%	63

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forum Private Client Group's ADP Position: Q4 2025 in Review

Forum Private Client Group sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 740 shares — an estimated $217K sold.

Forum Private Client Group first reported a position in ADP in Q1 2022 and held it in 9 quarters. The position peaked at $232K in Q3 2024. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Forum Private Client Group reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
Forum Private Client Group sold 740 Automatic Data Processing shares in Q4 2025, an estimated $217K.
Forum Private Client Group first reported a position in Automatic Data Processing in Q1 2022 and held it in 9 quarters.
Forum Private Client Group's Automatic Data Processing position peaked at $232K in Q3 2024.
2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Forum Private Client Group's 13F filing for Q4 2025, filed 6 Feb 2026.