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Independent Financial Group’s Automatic Data Processing ADP Stock Holding History

Independent Financial Group’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 		$573K Buy
2,557
+423
+20% +$90.4K 0.01% 939
2026
Q1 		$434K Sell
2,134
-94
-4% -$21.6K 0.01% 997
2025
Q4 		$573K Sell
2,228
-312
-12% -$83.1K 0.01% 839
2025
Q3 		$745K Buy
2,540
+294
+13% +$88.5K 0.02% 704
2025
Q2 		$693K Sell
2,246
-91
-4% -$28K 0.02% 660
2025
Q1 		$714K Sell
2,337
-106
-4% -$32K 0.02% 580
2024
Q4 		$715K Sell
2,443
-81
-3% -$23.9K 0.02% 580
2024
Q3 		$699K Sell
2,524
-430
-15% -$112K 0.03% 544
2024
Q2 		$705K Buy
2,954
+315
+12% +$77.3K 0.03% 495
2024
Q1 		$659K Buy
2,639
+232
+10% +$56.7K 0.03% 496
2023
Q4 		$561K Buy
2,407
+80
+3% +$18.6K 0.03% 521
2023
Q3 		$560K Buy
2,327
+491
+27% +$120K 0.04% 459
2023
Q2 		$403K Buy
1,836
+66
+4% +$14.2K 0.03% 535
2023
Q1 		$394K Buy
1,770
+4
+0.2% +$902 0.03% 523
2022
Q4 		$422K Sell
1,766
-23
-1% -$5.65K 0.04% 462
2022
Q3 		$405K Hold
1,789
– – 0.04% 454
2022
Q2 		$376K Buy
1,789
+26
+1% +$5.7K 0.04% 445
2022
Q1 		$401K Buy
1,763
+220
+14% +$47.1K 0.03% 499
2021
Q4 		$381K Sell
1,543
-89
-5% -$20.1K 0.03% 509
2021
Q3 		$326K Hold
1,632
– – 0.03% 502
2021
Q2 		$324K Buy
1,632
+122
+8% +$23.7K 0.03% 509
2021
Q1 		$285K Buy
1,510
+83
+6% +$14.4K 0.04% 487
2020
Q4 		$251K Sell
1,427
-394
-22% -$64.7K 0.04% 469
2020
Q3 		$254K Buy
1,821
+398
+28% +$55.8K 0.05% 386
2020
Q2 		$212K Buy
+1,423
New +$204K 0.05% 402

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 Financial Group's ADP Position: Q2 2026 in Review

Independent Financial Group increased its Automatic Data Processing (ADP) stake by 20% in Q2 2026, buying an estimated $90.4K and bringing the position to 2,557 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #939.

Independent Financial Group first reported a position in ADP in Q2 2020 and has held it in 25 quarters since. The position peaked at $745K in Q3 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Independent Financial Group held 2,557 shares of Automatic Data Processing worth $573K as of Q2 2026.
  • Independent Financial Group bought 423 Automatic Data Processing shares in Q2 2026, an estimated $90.4K.
  • Automatic Data Processing made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #939 holding.
  • Independent Financial Group first reported a position in Automatic Data Processing in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Automatic Data Processing position peaked at $745K in Q3 2025.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.