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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holistic Financial Partners's ADP Position: Q1 2026 in Review

Holistic Financial Partners opened a new position in Automatic Data Processing (ADP) in Q1 2026: 1,051 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings. This is a return to the name: Holistic Financial Partners previously reported a position in ADP as recently as Q3 2023.

Holistic Financial Partners first reported a position in ADP in Q4 2017 and has held it in 21 quarters since. The position peaked at $500K in Q4 2021. 2,263 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Holistic Financial Partners held 1,051 shares of Automatic Data Processing worth $214K as of Q1 2026.
  • Automatic Data Processing was a new Holistic Financial Partners position in Q1 2026.
  • Automatic Data Processing made up 0.08% of Holistic Financial Partners's portfolio in Q1 2026, its #134 holding.
  • Holistic Financial Partners first reported a position in Automatic Data Processing in Q4 2017 and has held it in 21 quarters since.
  • Holistic Financial Partners's Automatic Data Processing position peaked at $500K in Q4 2021.
  • 2,263 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.