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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Nvest Financial's ADP Position: Q2 2026 in Review

Nvest Financial increased its Automatic Data Processing (ADP) stake by 5.1% in Q2 2026, buying an estimated $89.6K and bringing the position to 8,593 shares worth $1.92M. The position accounts for 0.61% of the portfolio, ranked #47.

Nvest Financial first reported a position in ADP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2022. 2,284 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Nvest Financial held 8,593 shares of Automatic Data Processing worth $1.92M as of Q2 2026.
Nvest Financial bought 419 Automatic Data Processing shares in Q2 2026, an estimated $89.6K.
Automatic Data Processing made up 0.61% of Nvest Financial's portfolio in Q2 2026, its #47 holding.
Nvest Financial first reported a position in Automatic Data Processing in Q1 2022 and has held it in 11 quarters since.
Nvest Financial's Automatic Data Processing position peaked at $2.73M in Q1 2022.
2,284 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.