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Milestone Asset Management Group’s Automatic Data Processing ADP Stock Holding History

Milestone Asset Management Group’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 		$571K Sell
2,548
-53
-2% -$11.3K 0.29% 75
2026
Q1 		$528K Sell
2,601
-30
-1% -$6.88K 0.31% 68
2025
Q4 		$677K Buy
2,631
+18
+0.7% +$4.79K 0.38% 59
2025
Q3 		$767K Sell
2,613
-39
-1% -$11.7K 0.48% 53
2025
Q2 		$818K Buy
2,652
+12
+0.5% +$3.69K 0.61% 46
2025
Q1 		$807K Buy
2,640
+13
+0.5% +$3.92K 0.73% 41
2024
Q4 		$769K Buy
+2,627
New +$776K 0.69% 45

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Milestone Asset Management Group's ADP Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Automatic Data Processing (ADP) stake by 2% in Q2 2026, selling an estimated $11.3K and leaving 2,548 shares worth $571K. The position accounts for 0.29% of the portfolio, ranked #75.

Milestone Asset Management Group first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $818K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Milestone Asset Management Group held 2,548 shares of Automatic Data Processing worth $571K as of Q2 2026.
  • Milestone Asset Management Group sold 53 Automatic Data Processing shares in Q2 2026, an estimated $11.3K.
  • Automatic Data Processing made up 0.29% of Milestone Asset Management Group's portfolio in Q2 2026, its #75 holding.
  • Milestone Asset Management Group first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Automatic Data Processing position peaked at $818K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.