Optivise Advisory Services’s Automatic Data Processing ADP Stock Holding History

Optivise Advisory Services’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	$347K	Sell	1,345 -11	-0.8%	-$2.92K	0.17%	142
2026 Q2	$304K	Sell	1,356 -80	-6%	-$17.1K	0.15%	155
2026 Q1	$292K	Sell	1,436 -119	-8%	-$27.3K	0.18%	133
2025 Q4	$400K	Buy	1,555 +19	+1%	+$5.06K	0.23%	111
2025 Q3	$451K	Sell	1,536 -181	-11%	-$54.5K	0.27%	92
2025 Q2	$529K	Buy	1,717 +127	+8%	+$39K	0.27%	89
2025 Q1	$486K	Buy	1,590 +40	+3%	+$12.1K	0.27%	87
2024 Q4	$454K	Sell	1,550 -54	-3%	-$16K	0.24%	95
2024 Q3	$444K	Sell	1,604 -52	-3%	-$13.6K	0.23%	88
2024 Q2	$395K	Buy	+1,656	New	+$407K	0.21%	102

Other funds holding ADP

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Optivise Advisory Services's ADP Position: Q3 2026 in Review

Optivise Advisory Services reduced its Automatic Data Processing (ADP) stake by 0.81% in Q3 2026, selling an estimated $2.92K and leaving 1,345 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #142.

Optivise Advisory Services first reported a position in ADP in Q2 2024 and has held it in 10 quarters since. The position peaked at $529K in Q2 2025. 901 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Optivise Advisory Services held 1,345 shares of Automatic Data Processing worth $347K as of Q3 2026.
Optivise Advisory Services sold 11 Automatic Data Processing shares in Q3 2026, an estimated $2.92K.
Automatic Data Processing made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #142 holding.
Optivise Advisory Services first reported a position in Automatic Data Processing in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Automatic Data Processing position peaked at $529K in Q2 2025.
901 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.