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Lifeworks Advisors’s Automatic Data Processing ADP Stock Holding History

Lifeworks 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
Q2 		$4.17M Buy
18,598
+1,040
+6% +$222K 0.44% 68
2026
Q1 		$3.57M Buy
17,558
+3,673
+26% +$842K 0.46% 71
2025
Q4 		$3.57M Buy
13,885
+12,716
+1,088% +$3.38M 0.46% 73
2025
Q3 		$343K Buy
+1,169
New +$352K 0.05% 239

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

Lifeworks Advisors's ADP Position: Q2 2026 in Review

Lifeworks Advisors increased its Automatic Data Processing (ADP) stake by 5.9% in Q2 2026, buying an estimated $222K and bringing the position to 18,598 shares worth $4.17M. The position accounts for 0.44% of the portfolio, ranked #68.

Lifeworks Advisors first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. 2,285 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Lifeworks Advisors held 18,598 shares of Automatic Data Processing worth $4.17M as of Q2 2026.
  • Lifeworks Advisors bought 1,040 Automatic Data Processing shares in Q2 2026, an estimated $222K.
  • Automatic Data Processing made up 0.44% of Lifeworks Advisors's portfolio in Q2 2026, its #68 holding.
  • Lifeworks Advisors first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.