Leeward Financial Partners’s Automatic Data Processing ADP Stock Holding History

Leeward Financial Partners’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
2025 Q4	–	Sell	-820	Closed	-$241K	–	97
2025 Q3	$241K	Sell	820 -31	-4%	-$9.33K	0.07%	94
2025 Q2	$262K	Sell	851 -5	-0.6%	-$1.54K	0.08%	91
2025 Q1	$262K	Sell	856 -417	-33%	-$126K	0.1%	73
2024 Q4	$373K	Sell	1,273 -20	-2%	-$5.91K	0.13%	66
2024 Q3	$358K	Sell	1,293 -39	-3%	-$10.2K	0.14%	67
2024 Q2	$318K	Sell	1,332 -118	-8%	-$29K	0.13%	68
2024 Q1	$362K	Sell	1,450 -230	-14%	-$56.2K	0.15%	66
2023 Q4	$391K	Hold	1,680	–	–	0.19%	62
2023 Q3	$404K	Hold	1,680	–	–	0.22%	59
2023 Q2	$369K	Hold	1,680	–	–	0.21%	63
2023 Q1	$374K	Hold	1,680	–	–	0.23%	60
2022 Q4	$401K	Buy	+1,680	New	+$412K	0.28%	58

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leeward Financial Partners's ADP Position: Q4 2025 in Review

Leeward Financial Partners sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 820 shares — an estimated $241K sold.

Leeward Financial Partners first reported a position in ADP in Q4 2022 and held it in 12 quarters. The position peaked at $404K in Q3 2023. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Leeward Financial Partners reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
Leeward Financial Partners sold 820 Automatic Data Processing shares in Q4 2025, an estimated $241K.
Leeward Financial Partners first reported a position in Automatic Data Processing in Q4 2022 and held it in 12 quarters.
Leeward Financial Partners's Automatic Data Processing position peaked at $404K in Q3 2023.
2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Leeward Financial Partners's 13F filing for Q4 2025, filed 9 Feb 2026.