IAM Advisory’s Automatic Data Processing ADP Stock Holding History

IAM 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 Q2	$819K	Buy	3,658 +12	+0.3%	+$2.56K	0.16%	67
2026 Q1	$741K	Buy	3,646 +51	+1%	+$11.7K	0.17%	69
2025 Q4	$925K	Buy	3,595 +8	+0.2%	+$2.13K	0.21%	63
2025 Q3	$1.05M	Buy	3,587 +4	+0.1%	+$1.2K	0.24%	59
2025 Q2	$1.11M	Buy	3,583 +4	+0.1%	+$1.23K	0.27%	57
2025 Q1	$1.09M	Sell	3,579 -104	-3%	-$31.4K	0.28%	57
2024 Q4	$1.08M	Sell	3,683 -33	-0.9%	-$9.75K	0.27%	58
2024 Q3	$1.03M	Buy	3,716 +5	+0.1%	+$1.31K	0.26%	57
2024 Q2	$886K	Sell	3,711 -10	-0.3%	-$2.46K	0.24%	59
2024 Q1	$929K	Buy	3,721 +28	+0.8%	+$6.84K	0.25%	55
2023 Q4	$860K	Sell	3,693 -3	-0.1%	-$699	0.27%	51
2023 Q3	$889K	Buy	3,696 +119	+3%	+$29K	0.31%	49
2023 Q2	$786K	Buy	3,577 +144	+4%	+$31K	0.27%	48
2023 Q1	$764K	Buy	3,433 +64	+2%	+$14.4K	0.26%	53
2022 Q4	$805K	Buy	3,369 +124	+4%	+$30.4K	0.3%	48
2022 Q3	$734K	Buy	3,245 +259	+9%	+$61.1K	0.31%	48
2022 Q2	$627K	Buy	2,986 +1	+0%	+$219	0.26%	51
2022 Q1	$679K	Hold	2,985	–	–	0.28%	53
2021 Q4	$695K	Buy	2,985 +1	+0%	+$226	0.27%	54
2021 Q3	$608K	Buy	+2,984	New	+$615K	0.26%	56

Other funds holding ADP

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return