Investment Advisory Services’s Automatic Data Processing ADP Stock Holding History

Investment Advisory Services’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	$975K	Buy	4,353 +3	+0.1%	+$641	0.28%	58
2026 Q1	$884K	Sell	4,350 -241	-5%	-$55.3K	0.28%	58
2025 Q4	$1.18M	Sell	4,591 -389	-8%	-$104K	0.37%	54
2025 Q3	$1.46M	Buy	4,980 +1	+0%	+$301	0.46%	48
2025 Q2	$1.54M	Sell	4,979 -89	-2%	-$27.3K	0.51%	46
2025 Q1	$1.55M	Sell	5,068 -31	-0.6%	-$9.35K	0.56%	43
2024 Q4	$1.49M	Buy	5,099 +20	+0.4%	+$5.91K	0.53%	42
2024 Q3	$1.41M	Buy	5,079 +14	+0.3%	+$3.66K	0.5%	44
2024 Q2	$1.21M	Buy	5,065 +227	+5%	+$55.7K	0.44%	48
2024 Q1	$1.21M	Sell	4,838 -145	-3%	-$35.4K	0.44%	53
2023 Q4	$1.16M	Buy	4,983 +55	+1%	+$12.8K	0.46%	50
2023 Q3	$1.19M	Buy	4,928 +30	+0.6%	+$7.32K	0.51%	48
2023 Q2	$1.08M	Buy	4,898 +25	+0.5%	+$5.39K	0.45%	52
2023 Q1	$1.08M	Buy	4,873 +39	+0.8%	+$8.8K	0.53%	49
2022 Q4	$1.15M	Hold	4,834	–	–	0.59%	45
2022 Q3	$1.09M	Hold	4,834	–	–	0.65%	44
2022 Q2	$1.01M	Buy	4,834 +400	+9%	+$87.7K	0.59%	48
2022 Q1	$1.01M	Hold	4,434	–	–	0.56%	47
2021 Q4	$1.09M	Sell	4,434 -326	-7%	-$73.8K	0.6%	46
2021 Q3	$952K	Hold	4,760	–	–	0.58%	50
2021 Q2	$945K	Buy	+4,760	New	+$925K	0.58%	49
2020 Q4	$866K	Hold	4,917	–	–	0.61%	47
2020 Q3	$686K	Sell	4,917 -18	-0.4%	-$2.52K	0.54%	50
2020 Q2	$735K	Sell	4,935 -75	-1%	-$10.7K	0.63%	46
2020 Q1	$685K	Hold	5,010	–	–	0.73%	43
2019 Q4	$854K	Buy	+5,010	New	+$830K	0.77%	41

Other funds holding ADP

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

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

VPI

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Investment Advisory Services's ADP Position: Q2 2026 in Review

Investment Advisory Services increased its Automatic Data Processing (ADP) stake by 0.07% in Q2 2026, buying an estimated $641 and bringing the position to 4,353 shares worth $975K. The position accounts for 0.28% of the portfolio, ranked #58.

Investment Advisory Services first reported a position in ADP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.55M in Q1 2025. 788 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Investment Advisory Services held 4,353 shares of Automatic Data Processing worth $975K as of Q2 2026.
Investment Advisory Services bought 3 Automatic Data Processing shares in Q2 2026, an estimated $641.
Automatic Data Processing made up 0.28% of Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
Investment Advisory Services first reported a position in Automatic Data Processing in Q4 2019 and has held it in 26 quarters since.
Investment Advisory Services's Automatic Data Processing position peaked at $1.55M in Q1 2025.
788 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.