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Lokken Investment Group’s Automatic Data Processing ADP Stock Holding History

Lokken Investment Group’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
Q3 		$280K Buy
953
+2
+0.2% +$602 0.1% 124
2025
Q2 		$293K Buy
951
+3
+0.3% +$921 0.11% 107
2025
Q1 		$290K Buy
948
+23
+2% +$6.94K 0.12% 104
2024
Q4 		$271K Buy
925
+1
+0.1% +$296 0.12% 109
2024
Q3 		$256K Buy
924
+7
+0.8% +$1.83K 0.11% 125
2024
Q2 		$219K Buy
+917
New +$225K 0.1% 132

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lokken Investment Group's ADP Position: Q3 2025 in Review

Lokken Investment Group increased its Automatic Data Processing (ADP) stake by 0.21% in Q3 2025, buying an estimated $602 and bringing the position to 953 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #124.

Lokken Investment Group first reported a position in ADP in Q2 2024 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Lokken Investment Group held 953 shares of Automatic Data Processing worth $280K as of Q3 2025.
  • Lokken Investment Group bought 2 Automatic Data Processing shares in Q3 2025, an estimated $602.
  • Automatic Data Processing made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #124 holding.
  • Lokken Investment Group first reported a position in Automatic Data Processing in Q2 2024 and has held it in 6 quarters since.
  • Lokken Investment Group's Automatic Data Processing position peaked at $293K in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.