OF
ADP icon

Optimize Financial’s Automatic Data Processing ADP Stock Holding History

Optimize 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 		$346K Sell
1,547
-5
-0.3% -$1.07K 0.12% 238
2026
Q1 		$315K Buy
1,552
+471
+44% +$108K 0.16% 254
2025
Q4 		$278K Buy
1,081
+12
+1% +$3.19K 0.14% 287
2025
Q3 		$314K Buy
+1,069
New +$322K 0.16% 266

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

Optimize Financial's ADP Position: Q2 2026 in Review

Optimize Financial reduced its Automatic Data Processing (ADP) stake by 0.32% in Q2 2026, selling an estimated $1.07K and leaving 1,547 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #238.

Optimize Financial first reported a position in ADP in Q3 2025 and has held it in 4 quarters since. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Optimize Financial held 1,547 shares of Automatic Data Processing worth $346K as of Q2 2026.
  • Optimize Financial sold 5 Automatic Data Processing shares in Q2 2026, an estimated $1.07K.
  • Automatic Data Processing made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #238 holding.
  • Optimize Financial first reported a position in Automatic Data Processing in Q3 2025 and has held it in 4 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.