GoalVest Advisory
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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
Q3 		$43.1K Hold
167
– – 0.01% 242
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% -$26.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

GoalVest Advisory's ADP Position: Q3 2026 in Review

GoalVest Advisory held its Automatic Data Processing (ADP) position steady in Q3 2026 at 167 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #242.

GoalVest Advisory first reported a position in ADP in Q1 2022 and has held it in 15 quarters since. The position peaked at $76.4K in Q1 2024. 1,612 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • GoalVest Advisory held 167 shares of Automatic Data Processing worth $43.1K as of Q3 2026.
  • GoalVest Advisory left its Automatic Data Processing share count unchanged in Q3 2026.
  • Automatic Data Processing made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #242 holding.
  • GoalVest Advisory first reported a position in Automatic Data Processing in Q1 2022 and has held it in 15 quarters since.
  • GoalVest Advisory's Automatic Data Processing position peaked at $76.4K in Q1 2024.
  • 1,612 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.