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GoalVest Advisory’s Automatic Data Processing ADP Stock Holding History

GoalVest Advisory’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 		$37.4K Sell
167
-50
-23% -$10.7K 0.01% 239
2026
Q1 		$44.1K Sell
217
-60
-22% -$13.8K 0.01% 241
2025
Q4 		$71.3K Buy
277
+121
+78% +$32.2K 0.01% 208
2025
Q3 		$45.8K Hold
156
– – 0.01% 230
2025
Q2 		$48.1K Sell
156
-1
-0.6% -$307 0.01% 211
2025
Q1 		$48K Buy
157
+1
+0.6% +$302 0.01% 189
2024
Q4 		$45.7K Hold
156
– – 0.01% 193
2024
Q3 		$43.2K Sell
156
-100
-39% -$26.1K 0.01% 201
2024
Q2 		$61.1K Sell
256
-50
-16% -$12.3K 0.02% 163
2024
Q1 		$76.4K Buy
306
+200
+189% +$48.9K 0.03% 169
2023
Q4 		$24.7K Sell
106
-3
-3% -$699 0.01% 189
2023
Q3 		$26.2K Buy
109
+3
+3% +$731 0.01% 191
2023
Q2 		$23.3K Buy
+106
New +$22.9K 0.01% 186
2022
Q2 		– Sell
-3
Closed -$1K – 302
2022
Q1 		$1K Buy
+3
New +$642 ﹤0.01% 303

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GoalVest Advisory's ADP Position: Q2 2026 in Review

GoalVest Advisory reduced its Automatic Data Processing (ADP) stake by 23% in Q2 2026, selling an estimated $10.7K and leaving 167 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #239.

GoalVest Advisory first reported a position in ADP in Q1 2022 and has held it in 14 quarters since. The position peaked at $76.4K in Q1 2024. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • GoalVest Advisory held 167 shares of Automatic Data Processing worth $37.4K as of Q2 2026.
  • GoalVest Advisory sold 50 Automatic Data Processing shares in Q2 2026, an estimated $10.7K.
  • Automatic Data Processing made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #239 holding.
  • GoalVest Advisory first reported a position in Automatic Data Processing in Q1 2022 and has held it in 14 quarters since.
  • GoalVest Advisory's Automatic Data Processing position peaked at $76.4K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.