Lantz Financial
ADP icon

Lantz Financial’s Automatic Data Processing ADP Stock Holding History

Lantz Financial’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
Q3 		– Sell
-1,633
Closed -$366K – 261
2026
Q2 		$366K Buy
+1,633
New +$349K 0.07% 204

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Lantz Financial's ADP Position: Q3 2026 in Review

Lantz Financial sold out of Automatic Data Processing (ADP) in Q3 2026, closing a stake of 1,633 shares — an estimated $366K sold.

Lantz Financial first reported a position in ADP in Q2 2026 and held it in 1 quarter. The position peaked at $366K in Q2 2026. 576 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Lantz Financial reported no remaining Automatic Data Processing position as of Q3 2026 after selling out during the quarter.
  • Lantz Financial sold 1,633 Automatic Data Processing shares in Q3 2026, an estimated $366K.
  • Lantz Financial first reported a position in Automatic Data Processing in Q2 2026 and held it in 1 quarter.
  • Lantz Financial's Automatic Data Processing position peaked at $366K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.