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Mount Yale Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Mount Yale Investment Advisors’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 		$5.19M Sell
23,031
-2,465
-10% -$527K 0.1% 226
2026
Q1 		$5.21M Buy
25,496
+6,681
+36% +$1.53M 0.12% 178
2025
Q4 		$4.87M Buy
18,815
+2,026
+12% +$539K 0.23% 93
2025
Q3 		$4.95M Buy
16,789
+10,824
+181% +$3.26M 0.34% 61
2025
Q2 		$1.84M Sell
5,965
-1,268
-18% -$389K 0.14% 133
2025
Q1 		$2.21M Buy
7,233
+143
+2% +$43.1K 0.19% 112
2024
Q4 		$2.08M Sell
7,090
-846
-11% -$250K 0.17% 119
2024
Q3 		$2.2M Buy
7,936
+599
+8% +$157K 0.21% 109
2024
Q2 		$1.75M Sell
7,337
-108
-1% -$26.5K 0.14% 141
2024
Q1 		$1.86M Buy
7,445
+576
+8% +$141K 0.14% 141
2023
Q4 		$1.6M Sell
6,869
-801
-10% -$187K 0.15% 143
2023
Q3 		$1.85M Sell
7,670
-166
-2% -$40.5K 0.2% 115
2023
Q2 		$1.72M Buy
7,836
+4,642
+145% +$1M 0.18% 120
2023
Q1 		$711K Buy
3,194
+33
+1% +$7.45K 0.08% 245
2022
Q4 		$755K Buy
+3,161
New +$776K 0.09% 240
2022
Q3 		– Sell
-3,150
Closed -$662K – 443
2022
Q2 		$662K Sell
3,150
-115
-4% -$25.2K 0.08% 244
2022
Q1 		$743K Sell
3,265
-125
-4% -$26.8K 0.08% 244
2021
Q4 		$836K Buy
+3,390
New +$768K 0.09% 230
2018
Q4 		– Sell
-247
Closed -$37K – 319
2018
Q3 		$37K Sell
247
-32
-11% -$4.53K 0.01% 662
2018
Q2 		$37K Sell
279
-269
-49% -$34.1K 0.01% 685
2018
Q1 		$62K Buy
+548
New +$63.9K 0.01% 575

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ADP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Automatic Data Processing (ADP) stake by 9.7% in Q2 2026, selling an estimated $527K and leaving 23,031 shares worth $5.19M. The position accounts for 0.1% of the portfolio, ranked #226.

Mount Yale Investment Advisors first reported a position in ADP in Q1 2018 and has held it in 21 quarters since. The position peaked at $5.21M in Q1 2026. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Mount Yale Investment Advisors held 23,031 shares of Automatic Data Processing worth $5.19M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,465 Automatic Data Processing shares in Q2 2026, an estimated $527K.
  • Automatic Data Processing made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • Mount Yale Investment Advisors first reported a position in Automatic Data Processing in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Automatic Data Processing position peaked at $5.21M in Q1 2026.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.