HFS
ADP icon

Heritage Financial Services’s Automatic Data Processing ADP Stock Holding History

Heritage Financial Services’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 		$235K Sell
914
-18
-2% -$4.79K 0.02% 113
2025
Q3 		$274K Sell
932
-5
-0.5% -$1.5K 0.02% 110
2025
Q2 		$289K Buy
937
+1
+0.1% +$307 0.03% 94
2025
Q1 		$286K Buy
936
+89
+11% +$26.8K 0.03% 91
2024
Q4 		$248K Buy
847
+100
+13% +$29.6K 0.03% 101
2024
Q3 		$207K Buy
+747
New +$195K 0.03% 106
2022
Q3 		– Sell
-497
Closed -$104K – 69
2022
Q2 		$104K Buy
+497
New +$109K 0.06% 110

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return