Milestone Asset Management Group
ADP icon

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
Q3 		$658K Hold
2,548
– – 0.3% 68
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Milestone Asset Management Group's ADP Position: Q3 2026 in Review

Milestone Asset Management Group held its Automatic Data Processing (ADP) position steady in Q3 2026 at 2,548 shares worth $658K. The position accounts for 0.3% of the portfolio, ranked #68.

Milestone Asset Management Group first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. The position peaked at $818K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Milestone Asset Management Group held 2,548 shares of Automatic Data Processing worth $658K as of Q3 2026.
  • Milestone Asset Management Group left its Automatic Data Processing share count unchanged in Q3 2026.
  • Automatic Data Processing made up 0.3% of Milestone Asset Management Group's portfolio in Q3 2026, its #68 holding.
  • Milestone Asset Management Group first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
  • Milestone Asset Management Group's Automatic Data Processing position peaked at $818K in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.