Meritage Portfolio Management’s Automatic Data Processing ADP Stock Holding History

Meritage Portfolio Management’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 Q4	$3.57M	Buy	13,875 +12,055	+662%	+$3.21M	0.24%	127
2025 Q3	$534K	Hold	1,820	–	–	0.04%	226
2025 Q2	$561K	Hold	1,820	–	–	0.04%	236
2025 Q1	$556K	Hold	1,820	–	–	0.04%	232
2024 Q4	$533K	Hold	1,820	–	–	0.03%	243
2024 Q3	$504K	Hold	1,820	–	–	0.03%	253
2024 Q2	$434K	Hold	1,820	–	–	0.03%	252
2024 Q1	$455K	Hold	1,820	–	–	0.03%	256
2023 Q4	$424K	Buy	+1,820	New	+$424K	0.03%	265

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meritage Portfolio Management's ADP Position: Q4 2025 in Review

Meritage Portfolio Management increased its Automatic Data Processing (ADP) stake by 662% in Q4 2025, buying an estimated $3.21M and bringing the position to 13,875 shares worth $3.57M. The position accounts for 0.24% of the portfolio, ranked #127.

Meritage Portfolio Management first reported a position in ADP in Q4 2023 and has held it in 9 quarters since. 2,406 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

Meritage Portfolio Management held 13,875 shares of Automatic Data Processing worth $3.57M as of Q4 2025.
Meritage Portfolio Management bought 12,055 Automatic Data Processing shares in Q4 2025, an estimated $3.21M.
Automatic Data Processing made up 0.24% of Meritage Portfolio Management's portfolio in Q4 2025, its #127 holding.
Meritage Portfolio Management first reported a position in Automatic Data Processing in Q4 2023 and has held it in 9 quarters since.
2,406 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.