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

Marshall Financial Group (Pennsylvania)’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	–	Sell	-738	Closed	-$228K	–	54
2025 Q2	$228K	Hold	738	–	–	0.07%	49
2025 Q1	$225K	Hold	738	–	–	0.07%	51
2024 Q4	$216K	Hold	738	–	–	0.07%	50
2024 Q3	$204K	Buy	+738	New	+$193K	0.06%	52
2022 Q4	–	Sell	-1,047	Closed	-$237K	–	52
2022 Q3	$237K	Hold	1,047	–	–	0.11%	49
2022 Q2	$220K	Hold	1,047	–	–	0.1%	51
2022 Q1	$238K	Hold	1,047	–	–	0.09%	50
2021 Q4	$258K	Hold	1,047	–	–	0.1%	51
2021 Q3	$209K	Hold	1,047	–	–	0.09%	58
2021 Q2	$208K	Buy	+1,047	New	+$203K	0.09%	56

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s ADP Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 738 shares — an estimated $228K sold.

Marshall Financial Group (Pennsylvania) first reported a position in ADP in Q2 2021 and held it in 10 quarters. The position peaked at $258K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

Marshall Financial Group (Pennsylvania) reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 738 Automatic Data Processing shares in Q3 2025, an estimated $228K.
Marshall Financial Group (Pennsylvania) first reported a position in Automatic Data Processing in Q2 2021 and held it in 10 quarters.
Marshall Financial Group (Pennsylvania)'s Automatic Data Processing position peaked at $258K in Q4 2021.
2,387 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.