Legacy Advisors
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Legacy Advisors’s Automatic Data Processing ADP Stock Holding History

Legacy Advisors’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 		$692K Sell
2,665
-1,033
-28% -$274K 0.07% 147
2026
Q2 		$834K Buy
3,698
+2,384
+181% +$510K 0.08% 136
2026
Q1 		$269K Buy
+1,314
New +$301K 0.03% 219
2025
Q1 		$3.22M Sell
10,481
-629
-6% -$190K 0.33% 63
2024
Q4 		$3.27M Sell
11,110
-477
-4% -$141K 0.32% 58
2024
Q3 		$3.22M Buy
11,587
+693
+6% +$181K 0.35% 55
2024
Q2 		$2.62M Buy
10,894
+294
+3% +$72.2K 0.32% 62
2024
Q1 		$2.66M Sell
10,600
-250
-2% -$61.1K 0.34% 59
2023
Q4 		$2.54M Sell
10,850
-888
-8% -$207K 0.33% 67
2023
Q3 		$2.84M Buy
11,738
+914
+8% +$223K 0.46% 56
2023
Q2 		$2.39M Buy
10,824
+1,151
+12% +$248K 0.36% 65
2023
Q1 		$2.17M Buy
9,673
+1,027
+12% +$232K 0.4% 61
2022
Q4 		$2.08M Buy
8,646
+1,625
+23% +$399K 0.38% 59
2022
Q3 		$1.6M Sell
7,021
-6,099
-46% -$1.44M 0.35% 57
2022
Q2 		$2.77M Buy
13,120
+2,693
+26% +$590K 0.58% 28
2022
Q1 		$2.38M Buy
+10,427
New +$2.23M 0.46% 36
2020
Q1 		– Sell
-1,363
Closed -$234K – 97
2019
Q4 		$234K Buy
1,363
+113
+9% +$18.7K 0.15% 118
2019
Q3 		$203K Hold
1,250
– – 0.15% 106
2019
Q2 		$208K Sell
1,250
-1,900
-60% -$309K 0.14% 106
2019
Q1 		$506K Buy
3,150
+1,467
+87% +$213K 0.16% 103
2018
Q4 		$222K Sell
1,683
-10,348
-86% -$1.46M 0.17% 107
2018
Q3 		$1.82M Buy
+12,031
New +$1.7M 0.9% 27
2018
Q1 		– Sell
-880
Closed -$103K – 383
2017
Q4 		$103K Buy
+880
New +$101K 0.1% 88
2017
Q1 		– Sell
-422
Closed -$43K – 200
2016
Q4 		$43K Buy
+422
New +$39.4K 0.06% 103

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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Legacy Advisors's ADP Position: Q3 2026 in Review

Legacy Advisors reduced its Automatic Data Processing (ADP) stake by 28% in Q3 2026, selling an estimated $274K and leaving 2,665 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #147.

Legacy Advisors first reported a position in ADP in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.27M in Q4 2024. 698 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Legacy Advisors held 2,665 shares of Automatic Data Processing worth $692K as of Q3 2026.
  • Legacy Advisors sold 1,033 Automatic Data Processing shares in Q3 2026, an estimated $274K.
  • Automatic Data Processing made up 0.07% of Legacy Advisors's portfolio in Q3 2026, its #147 holding.
  • Legacy Advisors first reported a position in Automatic Data Processing in Q4 2016 and has held it in 24 quarters since.
  • Legacy Advisors's Automatic Data Processing position peaked at $3.27M in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.