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Legacy Financial Strategies’s Automatic Data Processing ADP Stock Holding History

Legacy Financial Strategies’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 		$2.46M Sell
10,999
-156
-1% -$33.3K 0.38% 39
2026
Q1 		$2.27M Sell
11,155
-649
-5% -$149K 0.41% 42
2025
Q4 		$3.04M Sell
11,804
-1,198
-9% -$319K 0.54% 32
2025
Q3 		$3.82M Buy
13,002
+264
+2% +$79.5K 0.69% 22
2025
Q2 		$3.93M Sell
12,738
-62
-0.5% -$19K 0.77% 18
2025
Q1 		$3.91M Sell
12,800
-163
-1% -$49.2K 0.85% 20
2024
Q4 		$3.75M Sell
12,963
-10
-0.1% -$2.96K 0.81% 20
2024
Q3 		$3.59M Buy
12,973
+11
+0.1% +$2.88K 0.79% 26
2024
Q2 		$3.07M Buy
12,962
+1,113
+9% +$273K 0.74% 27
2024
Q1 		$2.96M Buy
11,849
+235
+2% +$57.4K 0.76% 27
2023
Q4 		$2.71M Buy
11,614
+8
+0.1% +$1.86K 0.77% 27
2023
Q3 		$2.62M Buy
11,606
+323
+3% +$78.8K 0.84% 21
2023
Q2 		$2.48M Buy
11,283
+969
+9% +$209K 0.83% 27
2023
Q1 		$2.3M Buy
10,314
+477
+5% +$108K 0.85% 20
2022
Q4 		$2.35M Buy
9,837
+473
+5% +$116K 0.97% 16
2022
Q3 		$2.12M Buy
9,364
+491
+6% +$116K 0.99% 14
2022
Q2 		$1.86M Buy
8,873
+392
+5% +$85.9K 0.92% 17
2022
Q1 		$1.93M Buy
8,481
+207
+3% +$44.3K 0.82% 18
2021
Q4 		$2.04M Buy
8,274
+169
+2% +$38.3K 0.88% 17
2021
Q3 		$1.62M Buy
8,105
+416
+5% +$85.7K 0.76% 20
2021
Q2 		$1.53M Buy
7,689
+408
+6% +$79.3K 0.73% 21
2021
Q1 		$1.37M Buy
7,281
+490
+7% +$85K 0.73% 21
2020
Q4 		$1.2M Buy
6,791
+110
+2% +$18.1K 0.61% 24
2020
Q3 		$932K Buy
6,681
+696
+12% +$97.5K 0.54% 35
2020
Q2 		$891K Buy
5,985
+408
+7% +$58.4K 0.69% 30
2020
Q1 		$762K Buy
5,577
+178
+3% +$28.7K 0.72% 23
2019
Q4 		$921K Buy
5,399
+670
+14% +$111K 0.74% 26
2019
Q3 		$768K Buy
4,729
+272
+6% +$44.9K 0.68% 29
2019
Q2 		$736K Buy
+4,457
New +$724K 0.69% 24

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

Legacy Financial Strategies's ADP Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Automatic Data Processing (ADP) stake by 1.4% in Q2 2026, selling an estimated $33.3K and leaving 10,999 shares worth $2.46M. The position accounts for 0.38% of the portfolio, ranked #39.

Legacy Financial Strategies first reported a position in ADP in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.93M in Q2 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Legacy Financial Strategies held 10,999 shares of Automatic Data Processing worth $2.46M as of Q2 2026.
  • Legacy Financial Strategies sold 156 Automatic Data Processing shares in Q2 2026, an estimated $33.3K.
  • Automatic Data Processing made up 0.38% of Legacy Financial Strategies's portfolio in Q2 2026, its #39 holding.
  • Legacy Financial Strategies first reported a position in Automatic Data Processing in Q2 2019 and has held it in 29 quarters since.
  • Legacy Financial Strategies's Automatic Data Processing position peaked at $3.93M in Q2 2025.
  • 2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.