Goldstein Advisors’s Automatic Data Processing ADP Stock Holding History

Goldstein Advisors’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	$271K	Buy	1,212 +12	+1%	+$2.56K	0.02%	203
2026 Q1	$244K	Sell	1,200 -4	-0.3%	-$917	0.03%	182
2025 Q4	$310K	Buy	1,204 +3	+0.2%	+$799	0.04%	143
2025 Q3	$352K	Sell	1,201 -2	-0.2%	-$602	0.04%	125
2025 Q2	$371K	Sell	1,203 -2	-0.2%	-$614	0.05%	112
2025 Q1	$368K	Sell	1,205 -23	-2%	-$6.94K	0.05%	116
2024 Q4	$359K	Hold	1,228	–	–	0.05%	114
2024 Q3	$340K	Sell	1,228 -28	-2%	-$7.32K	0.05%	113
2024 Q2	$300K	Buy	1,256 +28	+2%	+$6.88K	0.05%	118
2024 Q1	$307K	Hold	1,228	–	–	0.05%	114
2023 Q4	$286K	Hold	1,228	–	–	0.05%	143
2023 Q3	$295K	Hold	1,228	–	–	0.06%	105
2023 Q2	$270K	Buy	+1,228	New	+$265K	0.06%	110

Other funds holding ADP

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Goldstein Advisors's ADP Position: Q2 2026 in Review

Goldstein Advisors increased its Automatic Data Processing (ADP) stake by 1% in Q2 2026, buying an estimated $2.56K and bringing the position to 1,212 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #203.

Goldstein Advisors first reported a position in ADP in Q2 2023 and has held it in 13 quarters since. The position peaked at $371K in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Goldstein Advisors held 1,212 shares of Automatic Data Processing worth $271K as of Q2 2026.
Goldstein Advisors bought 12 Automatic Data Processing shares in Q2 2026, an estimated $2.56K.
Automatic Data Processing made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #203 holding.
Goldstein Advisors first reported a position in Automatic Data Processing in Q2 2023 and has held it in 13 quarters since.
Goldstein Advisors's Automatic Data Processing position peaked at $371K in Q2 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.