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Marshall Financial Group (Maryland)’s Automatic Data Processing ADP Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-3,272
Closed -$665K – 314
2026
Q1 		$665K Buy
3,272
+69
+2% +$15.8K 0.11% 179
2025
Q4 		$824K Buy
+3,203
New +$853K 0.16% 146
2025
Q1 		– Sell
-805
Closed -$236K – 233
2024
Q4 		$236K Buy
805
+61
+8% +$18K 0.06% 203
2024
Q3 		$206K Buy
+744
New +$195K 0.05% 208
2024
Q2 		– Sell
-1,308
Closed -$327K – 170
2024
Q1 		$327K Sell
1,308
-276
-17% -$67.4K 0.09% 145
2023
Q4 		$369K Sell
1,584
-6,063
-79% -$1.41M 0.12% 140
2023
Q3 		$1.84M Sell
7,647
-155
-2% -$37.8K 0.66% 40
2023
Q2 		$1.71M Buy
7,802
+195
+3% +$42K 0.58% 47
2023
Q1 		$1.69M Buy
7,607
+241
+3% +$54.4K 0.61% 44
2022
Q4 		$1.76M Sell
7,366
-366
-5% -$89.9K 0.68% 46
2022
Q3 		$1.75M Buy
7,732
+110
+1% +$26K 0.74% 30
2022
Q2 		$1.6M Buy
7,622
+813
+12% +$178K 0.64% 38
2022
Q1 		$1.55M Buy
6,809
+268
+4% +$57.4K 0.63% 39
2021
Q4 		$1.61M Sell
6,541
-7
-0.1% -$1.58K 0.59% 41
2021
Q3 		$1.31M Buy
6,548
+401
+7% +$82.6K 0.68% 36
2021
Q2 		$1.22M Sell
6,147
-1,659
-21% -$322K 0.66% 34
2021
Q1 		$1.47M Buy
7,806
+427
+6% +$74.1K 0.88% 28
2020
Q4 		$1.3M Buy
+7,379
New +$1.21M 0.85% 31

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ADP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Automatic Data Processing (ADP) in Q2 2026, closing a stake of 3,272 shares — an estimated $665K sold.

Marshall Financial Group (Maryland) first reported a position in ADP in Q4 2020 and held it in 18 quarters. The position peaked at $1.84M in Q3 2023. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Automatic Data Processing position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,272 Automatic Data Processing shares in Q2 2026, an estimated $665K.
  • Marshall Financial Group (Maryland) first reported a position in Automatic Data Processing in Q4 2020 and held it in 18 quarters.
  • Marshall Financial Group (Maryland)'s Automatic Data Processing position peaked at $1.84M in Q3 2023.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.