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Holistic Financial Partners’s Automatic Data Processing ADP Stock Holding History

Holistic Financial Partners’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 		– Sell
-1,051
Closed -$214K – 123
2026
Q1 		$214K Buy
+1,051
New +$241K 0.08% 134
2023
Q4 		– Sell
-1,090
Closed -$262K – 120
2023
Q3 		$262K Hold
1,090
– – 0.17% 78
2023
Q2 		$240K Sell
1,090
-362
-25% -$78.1K 0.17% 86
2023
Q1 		$323K Sell
1,452
-33
-2% -$7.45K 0.25% 64
2022
Q4 		$355K Sell
1,485
-402
-21% -$98.7K 0.32% 51
2022
Q3 		$427K Buy
1,887
+66
+4% +$15.6K 0.42% 37
2022
Q2 		$382K Sell
1,821
-112
-6% -$24.5K 0.36% 43
2022
Q1 		$440K Sell
1,933
-96
-5% -$20.6K 0.28% 46
2021
Q4 		$500K Hold
2,029
– – 0.29% 46
2021
Q3 		$406K Sell
2,029
-197
-9% -$40.6K 0.25% 56
2021
Q2 		$442K Sell
2,226
-2
-0.1% -$389 0.26% 55
2021
Q1 		$420K Hold
2,228
– – 0.28% 51
2020
Q4 		$393K Buy
2,228
+117
+6% +$19.2K 0.27% 50
2020
Q3 		$293K Buy
2,111
+235
+13% +$32.9K 0.24% 59
2020
Q2 		$279K Sell
1,876
-177
-9% -$25.4K 0.24% 53
2020
Q1 		$281K Sell
2,053
-2
-0.1% -$322 0.29% 44
2019
Q4 		$350K Sell
2,055
-2
-0.1% -$331 0.21% 64
2019
Q3 		$332K Buy
2,057
+717
+54% +$118K 0.29% 48
2019
Q2 		$222K Buy
+1,340
New +$218K 0.22% 67
2018
Q2 		– Sell
-593
Closed -$67K – 41
2018
Q1 		$67K Hold
593
– – 0.06% 157
2017
Q4 		$69K Buy
+593
New +$67.8K 0.06% 155

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Holistic Financial Partners's ADP Position: Q2 2026 in Review

Holistic Financial Partners sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 1,051 shares — an estimated $214K sold.

Holistic Financial Partners first reported a position in ADP in Q4 2017 and held it in 21 quarters. The position peaked at $500K in Q4 2021. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Holistic Financial Partners reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 1,051 Automatic Data Processing shares in Q2 2026, an estimated $214K.
  • Holistic Financial Partners first reported a position in Automatic Data Processing in Q4 2017 and held it in 21 quarters.
  • Holistic Financial Partners's Automatic Data Processing position peaked at $500K in Q4 2021.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.