Loring Wolcott & Coolidge Fiduciary Advisors’s Automatic Data Processing ADP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$135M	Sell	601,164 -4,751	-0.8%	-$1.02M	1.31%	24
2026 Q1	$114M	Sell	605,915 -16,884	-3%	-$3.87M	1.15%	24
2025 Q4	$159M	Sell	622,799 -7,787	-1%	-$2.07M	1.44%	21
2025 Q3	$178M	Sell	630,586 -7,386	-1%	-$2.22M	1.56%	22
2025 Q2	$197M	Sell	637,972 -2,505	-0.4%	-$769K	1.74%	21
2025 Q1	$188M	Sell	640,477 -5,983	-0.9%	-$1.8M	1.83%	19
2024 Q4	$194M	Sell	646,460 -3,362	-0.5%	-$994K	1.67%	19
2024 Q3	$188M	Sell	649,822 -5,346	-0.8%	-$1.4M	1.68%	18
2024 Q2	$161M	Sell	655,168 -2,949	-0.4%	-$724K	1.48%	22
2024 Q1	$162M	Sell	658,117 -8,784	-1%	-$2.15M	1.61%	22
2023 Q4	$164M	Sell	666,901 -6,944	-1%	-$1.62M	1.62%	23
2023 Q3	$147M	Sell	673,845 -5,602	-0.8%	-$1.37M	1.65%	20
2023 Q2	$149M	Sell	679,447 -2,898	-0.4%	-$625K	1.6%	21
2023 Q1	$152M	Sell	682,345 -4,219	-0.6%	-$952K	1.74%	19
2022 Q4	$164M	Sell	686,564 -5,000	-0.7%	-$1.23M	2.03%	19
2022 Q3	$156M	Sell	691,564 -6,903	-1%	-$1.63M	2.03%	17
2022 Q2	$147M	Sell	698,467 -9,735	-1%	-$2.13M	1.8%	20
2022 Q1	$161M	Sell	708,202 -24,060	-3%	-$5.15M	1.65%	20
2021 Q4	$181M	Sell	732,262 -33,771	-4%	-$7.65M	1.66%	19
2021 Q3	$153M	Sell	766,033 -39,704	-5%	-$8.18M	1.52%	22
2021 Q2	$160M	Sell	805,737 -51,812	-6%	-$10.1M	1.62%	20
2021 Q1	$162M	Sell	857,549 -171,265	-17%	-$29.7M	1.79%	17
2020 Q4	$181M	Sell	1,028,814 -159,764	-13%	-$26.2M	2.03%	15
2020 Q3	$166M	Sell	1,188,578 -80,199	-6%	-$11.2M	2.08%	18
2020 Q2	$189M	Buy	1,268,777 +14,920	+1%	+$2.14M	2.61%	13
2020 Q1	$171M	Buy	1,253,857 +10,473	+0.8%	+$1.69M	2.87%	10
2019 Q4	$212M	Buy	1,243,384 +26,145	+2%	+$4.33M	2.86%	11
2019 Q3	$196M	Sell	1,217,239 -3,831	-0.3%	-$633K	2.85%	10
2019 Q2	$202M	Sell	1,221,070 -33,873	-3%	-$5.5M	2.94%	11
2019 Q1	$200M	Sell	1,254,943 -22,159	-2%	-$3.22M	3.05%	10
2018 Q4	$167M	Sell	1,277,102 -22,580	-2%	-$3.19M	3.03%	9
2018 Q3	$196M	Sell	1,299,682 -35,045	-3%	-$4.96M	3.1%	9
2018 Q2	$179M	Sell	1,334,727 -54,527	-4%	-$6.91M	3.11%	9
2018 Q1	$158M	Sell	1,389,254 -19,633	-1%	-$2.29M	2.86%	8
2017 Q4	$165M	Sell	1,408,887 -16,537	-1%	-$1.89M	3.03%	9
2017 Q3	$156M	Sell	1,425,424 -35,467	-2%	-$3.8M	3.01%	9
2017 Q2	$174M	Sell	1,460,891 -65,989	-4%	-$6.68M	3.45%	6
2017 Q1	$156M	Buy	1,526,880 +899	+0.1%	+$91.7K	3.27%	6
2016 Q4	$157M	Buy	1,525,981 +49,153	+3%	+$4.59M	3.5%	5
2016 Q3	$130M	Sell	1,476,828 -5,790	-0.4%	-$525K	2.98%	8
2016 Q2	$136M	Sell	1,482,618 -11,572	-0.8%	-$1.02M	3.13%	7
2016 Q1	$134M	Buy	1,494,190 +5,356	+0.4%	+$449K	3.16%	7
2015 Q4	$126M	Buy	1,488,834 +17,632	+1%	+$1.52M	3.12%	6
2015 Q3	$118M	Hold	1,471,202	–	–	3.01%	6
2015 Q2	$118M	Sell	1,471,202 -19,501	-1%	-$1.66M	3.01%	6
2015 Q1	$128M	Sell	1,490,703 -21,503	-1%	-$1.85M	3.22%	5
2014 Q4	$126M	Sell	1,512,206 -222,057	-13%	-$18M	3.23%	5
2014 Q3	$126M	Sell	1,734,263 -24,033	-1%	-$1.74M	3.42%	4
2014 Q2	$122M	Sell	1,758,296 -28,462	-2%	-$1.94M	3.31%	5
2014 Q1	$121M	Sell	1,786,758 -19,178	-1%	-$1.31M	3.31%	4
2013 Q4	$128M	Sell	1,805,936 -17,827	-1%	-$1.2M	3.53%	3
2013 Q3	$116M	Sell	1,823,763 -17,245	-0.9%	-$1.1M	3.54%	3
2013 Q2	$111M	Buy	+1,841,008	New	+$110M	3.48%	3

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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ADP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Automatic Data Processing (ADP) stake by 0.78% in Q2 2026, selling an estimated $1.02M and leaving 601,164 shares worth $135M. The position accounts for 1.31% of the portfolio, ranked #24.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ADP in Q2 2013 and has held it in 53 quarters since. The position peaked at $212M in Q4 2019. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 601,164 shares of Automatic Data Processing worth $135M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,751 Automatic Data Processing shares in Q2 2026, an estimated $1.02M.
Automatic Data Processing made up 1.31% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #24 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Automatic Data Processing in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Automatic Data Processing position peaked at $212M in Q4 2019.
1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.