Nvest Financial’s Automatic Data Processing ADP Stock Holding History

Nvest Financial’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	$2.19M	Sell	8,495 -98	-1%	-$26K	0.67%	44
2026 Q2	$1.92M	Buy	8,593 +419	+5%	+$89.6K	0.61%	47
2026 Q1	$1.66M	Buy	8,174 +1,314	+19%	+$301K	0.62%	45
2025 Q4	$1.76M	Buy	6,860 +2,192	+47%	+$584K	0.73%	38
2025 Q3	$1.37M	Sell	4,668 -1,148	-20%	-$346K	0.79%	36
2025 Q2	$1.79M	Buy	5,816 +1,004	+21%	+$308K	0.93%	34
2025 Q1	$1.47M	Buy	4,812 +795	+20%	+$240K	0.79%	36
2024 Q4	$1.18M	Buy	4,017 +880	+28%	+$260K	0.6%	47
2024 Q3	$868K	Buy	3,137 +1,066	+51%	+$279K	0.5%	55
2024 Q2	$494K	Buy	2,071 +1,159	+127%	+$285K	0.3%	59
2024 Q1	$228K	Buy	+912	New	+$223K	0.15%	75
2022 Q2	–	Sell	-12,011	Closed	-$2.73M	–	53
2022 Q1	$2.73M	Buy	+12,011	New	+$2.57M	2.25%	12

Other funds holding ADP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nvest Financial's ADP Position: Q3 2026 in Review

Nvest Financial reduced its Automatic Data Processing (ADP) stake by 1.1% in Q3 2026, selling an estimated $26K and leaving 8,495 shares worth $2.19M. The position accounts for 0.67% of the portfolio, ranked #44.

Nvest Financial first reported a position in ADP in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.73M in Q1 2022. 2,100 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Nvest Financial held 8,495 shares of Automatic Data Processing worth $2.19M as of Q3 2026.
Nvest Financial sold 98 Automatic Data Processing shares in Q3 2026, an estimated $26K.
Automatic Data Processing made up 0.67% of Nvest Financial's portfolio in Q3 2026, its #44 holding.
Nvest Financial first reported a position in Automatic Data Processing in Q1 2022 and has held it in 12 quarters since.
Nvest Financial's Automatic Data Processing position peaked at $2.73M in Q1 2022.
2,100 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Nvest Financial's 13F filing for Q3 2026, filed 12 Nov 2026.