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 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 $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Optivise Advisory Services's ADP Position: Q2 2026 in Review

Optivise Advisory Services reduced its Automatic Data Processing (ADP) stake by 5.6% in Q2 2026, selling an estimated $17.1K and leaving 1,356 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #155.

Optivise Advisory Services first reported a position in ADP in Q2 2024 and has held it in 9 quarters since. The position peaked at $529K in Q2 2025. 755 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Optivise Advisory Services held 1,356 shares of Automatic Data Processing worth $304K as of Q2 2026.
Optivise Advisory Services sold 80 Automatic Data Processing shares in Q2 2026, an estimated $17.1K.
Automatic Data Processing made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #155 holding.
Optivise Advisory Services first reported a position in Automatic Data Processing in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Automatic Data Processing position peaked at $529K in Q2 2025.
755 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.