Litman Gregory Wealth Management’s Automatic Data Processing ADP Stock Holding History

Litman Gregory Wealth Management’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	$960K	Hold	3,732	–	–	0.07%	82
2025 Q3	$1.1M	Sell	3,732 -200	-5%	-$60.2K	0.08%	77
2025 Q2	$1.21M	Hold	3,932	–	–	0.1%	72
2025 Q1	$1.2M	Hold	3,932	–	–	0.1%	71
2024 Q4	$1.15M	Sell	3,932 -400	-9%	-$118K	0.1%	67
2024 Q3	$1.2M	Buy	4,332 +3,190	+279%	+$834K	0.1%	70
2024 Q2	$273K	Hold	1,142	–	–	0.02%	116
2024 Q1	$285K	Buy	+1,142	New	+$279K	0.03%	112
2020 Q1	–	Sell	-112	Closed	-$19K	–	166
2019 Q4	$19K	Buy	+112	New	+$18.5K	﹤0.01%	126
2018 Q2	–	Sell	-262	Closed	-$30K	–	96
2018 Q1	$30K	Buy	+262	New	+$30.6K	0.01%	115

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 $3.38T AUM 44.17% 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

Litman Gregory Wealth Management's ADP Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Automatic Data Processing (ADP) position steady in Q4 2025 at 3,732 shares worth $960K. The position accounts for 0.07% of the portfolio, ranked #82.

Litman Gregory Wealth Management first reported a position in ADP in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.21M in Q2 2025. 2,411 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Litman Gregory Wealth Management held 3,732 shares of Automatic Data Processing worth $960K as of Q4 2025.
Litman Gregory Wealth Management left its Automatic Data Processing share count unchanged in Q4 2025.
Automatic Data Processing made up 0.07% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #82 holding.
Litman Gregory Wealth Management first reported a position in Automatic Data Processing in Q1 2018 and has held it in 10 quarters since.
Litman Gregory Wealth Management's Automatic Data Processing position peaked at $1.21M in Q2 2025.
2,411 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.