LRI Investments’s Automatic Data Processing ADP Stock Holding History

LRI Investments’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	$254K	Sell	1,134 -42	-4%	-$8.98K	0.02%	286
2026 Q1	$239K	Buy	1,176 +69	+6%	+$15.8K	0.02%	264
2025 Q4	$285K	Sell	1,107 -26	-2%	-$6.92K	0.02%	237
2025 Q3	$333K	Hold	1,133	–	–	0.03%	222
2025 Q2	$349K	Sell	1,133 -17	-1%	-$5.22K	0.03%	212
2025 Q1	$351K	Hold	1,150	–	–	0.03%	198
2024 Q4	$337K	Hold	1,150	–	–	0.03%	190
2024 Q3	$347K	Hold	1,150	–	–	0.03%	196
2024 Q2	$274K	Hold	1,150	–	–	0.03%	194
2024 Q1	$287K	Buy	+1,150	New	+$281K	0.07%	111

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 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

LRI Investments's ADP Position: Q2 2026 in Review

LRI Investments reduced its Automatic Data Processing (ADP) stake by 3.6% in Q2 2026, selling an estimated $8.98K and leaving 1,134 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #286.

LRI Investments first reported a position in ADP in Q1 2024 and has held it in 10 quarters since. The position peaked at $351K in Q1 2025. 1,051 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

LRI Investments held 1,134 shares of Automatic Data Processing worth $254K as of Q2 2026.
LRI Investments sold 42 Automatic Data Processing shares in Q2 2026, an estimated $8.98K.
Automatic Data Processing made up 0.02% of LRI Investments's portfolio in Q2 2026, its #286 holding.
LRI Investments first reported a position in Automatic Data Processing in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Automatic Data Processing position peaked at $351K in Q1 2025.
1,051 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.