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Independent Advisor Alliance’s Automatic Data Processing ADP Stock Holding History

Independent Advisor Alliance’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 		$2.19M Buy
9,764
+777
+9% +$166K 0.05% 261
2026
Q1 		$1.83M Sell
8,987
-2,218
-20% -$509K 0.02% 587
2025
Q4 		$2.88M Sell
11,205
-644
-5% -$171K 0.07% 227
2025
Q3 		$3.48M Sell
11,849
-116
-1% -$34.9K 0.09% 191
2025
Q2 		$3.69M Sell
11,965
-672
-5% -$206K 0.11% 167
2025
Q1 		$3.86M Sell
12,637
-717
-5% -$216K 0.13% 148
2024
Q4 		$3.91M Buy
13,354
+577
+5% +$171K 0.05% 331
2024
Q3 		$3.54M Sell
12,777
-758
-6% -$198K 0.13% 141
2024
Q2 		$3.23M Buy
13,535
+1,562
+13% +$384K 0.11% 158
2024
Q1 		$2.99M Sell
11,973
-793
-6% -$194K 0.11% 167
2023
Q4 		$2.97M Buy
12,766
+952
+8% +$222K 0.11% 158
2023
Q3 		$2.84M Sell
11,814
-691
-6% -$168K 0.13% 155
2023
Q2 		$2.75M Buy
12,505
+486
+4% +$105K 0.12% 154
2023
Q1 		$2.68M Buy
12,019
+192
+2% +$43.3K 0.13% 146
2022
Q4 		$2.83K Sell
11,827
-278
-2% -$68.3K ﹤0.01% 221
2022
Q3 		$2.74M Buy
12,105
+1,241
+11% +$293K 0.16% 123
2022
Q2 		$2.28M Sell
10,864
-241
-2% -$52.8K 0.13% 148
2022
Q1 		$2.53M Buy
11,105
+325
+3% +$69.6K 0.12% 150
2021
Q4 		$2.66M Buy
10,780
+1,964
+22% +$445K 0.13% 130
2021
Q3 		$1.76M Buy
8,816
+1,190
+16% +$245K 0.1% 170
2021
Q2 		$1.51M Buy
7,626
+829
+12% +$161K 0.08% 198
2021
Q1 		$1.28M Buy
6,797
+532
+8% +$92.3K 0.08% 214
2020
Q4 		$1.1M Buy
6,265
+314
+5% +$51.6K 0.07% 200
2020
Q3 		$830K Buy
5,951
+270
+5% +$37.8K 0.06% 214
2020
Q2 		$846K Buy
5,681
+287
+5% +$41.1K 0.09% 184
2020
Q1 		$737K Sell
5,394
-191
-3% -$30.8K 0.11% 155
2019
Q4 		$952K Sell
5,585
-123
-2% -$20.4K 0.04% 378
2019
Q3 		$921K Sell
5,708
-304
-5% -$50.2K 0.11% 166
2019
Q2 		$994K Sell
6,012
-82
-1% -$13.3K 0.14% 142
2019
Q1 		$973K Buy
6,094
+39
+0.6% +$5.67K 0.14% 145
2018
Q4 		$794K Buy
6,055
+2,988
+97% +$422K 0.14% 145
2018
Q3 		$444K Buy
3,067
+285
+10% +$40.3K 0.08% 206
2018
Q2 		$357K Sell
2,782
-295
-10% -$37.4K 0.07% 222
2018
Q1 		$349K Sell
3,077
-214
-7% -$25K 0.08% 232
2017
Q4 		$388K Buy
3,291
+200
+6% +$22.9K 0.09% 214
2017
Q3 		$351K Buy
3,091
+274
+10% +$29.3K 0.1% 186
2017
Q2 		$292K Sell
2,817
-919
-25% -$93K 0.09% 188
2017
Q1 		$381K Buy
3,736
+425
+13% +$43.3K 0.06% 262
2016
Q4 		$342K Buy
+3,311
New +$309K 0.15% 133

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

Independent Advisor Alliance's ADP Position: Q2 2026 in Review

Independent Advisor Alliance increased its Automatic Data Processing (ADP) stake by 8.6% in Q2 2026, buying an estimated $166K and bringing the position to 9,764 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #261.

Independent Advisor Alliance first reported a position in ADP in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.91M in Q4 2024. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Independent Advisor Alliance held 9,764 shares of Automatic Data Processing worth $2.19M as of Q2 2026.
  • Independent Advisor Alliance bought 777 Automatic Data Processing shares in Q2 2026, an estimated $166K.
  • Automatic Data Processing made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #261 holding.
  • Independent Advisor Alliance first reported a position in Automatic Data Processing in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Automatic Data Processing position peaked at $3.91M in Q4 2024.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.