LifeSteps Financial’s Automatic Data Processing ADP Stock Holding History

LifeSteps 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 Q2	$940K	Sell	4,197 -50	-1%	-$10.7K	0.44%	39
2026 Q1	$863K	Hold	4,247	–	–	0.55%	38
2025 Q4	$1.09M	Sell	4,247 -17	-0.4%	-$4.53K	0.7%	29
2025 Q3	$1.25M	Hold	4,264	–	–	0.8%	26
2025 Q2	$1.32M	Hold	4,264	–	–	0.9%	25
2025 Q1	$1.3M	Hold	4,264	–	–	1.06%	24
2024 Q4	$1.25M	Sell	4,264 -15	-0.4%	-$4.43K	0.96%	25
2024 Q3	$1.18M	Hold	4,279	–	–	0.93%	25
2024 Q2	$1.02M	Hold	4,279	–	–	0.84%	27
2024 Q1	$1.07M	Hold	4,279	–	–	0.81%	25
2023 Q4	$997K	Hold	4,279	–	–	0.88%	25
2023 Q3	$1.03M	Hold	4,279	–	–	1.05%	24
2023 Q2	$941K	Sell	4,279 -25	-0.6%	-$5.39K	0.93%	25
2023 Q1	$958K	Hold	4,304	–	–	1.02%	24
2022 Q4	$1.03M	Hold	4,304	–	–	1.07%	23
2022 Q3	$974K	Buy	4,304 +577	+15%	+$136K	1.1%	22
2022 Q2	$783K	Hold	3,727	–	–	0.82%	26
2022 Q1	$848K	Sell	3,727 -26	-0.7%	-$5.57K	0.63%	35
2021 Q4	$925K	Sell	3,753 -117	-3%	-$26.5K	0.65%	31
2021 Q3	$774K	Hold	3,870	–	–	0.59%	34
2021 Q2	$769K	Hold	3,870	–	–	0.59%	33
2021 Q1	$729K	Hold	3,870	–	–	0.61%	30
2020 Q4	$682K	Hold	3,870	–	–	0.63%	29
2020 Q3	$540K	Sell	3,870 -135	-3%	-$18.9K	0.57%	34
2020 Q2	$596K	Hold	4,005	–	–	0.69%	30
2020 Q1	$547K	Hold	4,005	–	–	0.63%	37
2019 Q4	$683K	Buy	+4,005	New	+$663K	0.64%	35

Other funds holding ADP

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

LifeSteps Financial's ADP Position: Q2 2026 in Review

LifeSteps Financial reduced its Automatic Data Processing (ADP) stake by 1.2% in Q2 2026, selling an estimated $10.7K and leaving 4,197 shares worth $940K. The position accounts for 0.44% of the portfolio, ranked #39.

LifeSteps Financial first reported a position in ADP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.32M in Q2 2025. 946 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

LifeSteps Financial held 4,197 shares of Automatic Data Processing worth $940K as of Q2 2026.
LifeSteps Financial sold 50 Automatic Data Processing shares in Q2 2026, an estimated $10.7K.
Automatic Data Processing made up 0.44% of LifeSteps Financial's portfolio in Q2 2026, its #39 holding.
LifeSteps Financial first reported a position in Automatic Data Processing in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's Automatic Data Processing position peaked at $1.32M in Q2 2025.
946 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.