ORG Partners’s Automatic Data Processing ADP Stock Holding History

ORG Partners’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
2025 Q4	$255K	Buy	990 +26	+3%	+$6.92K	0.04%	291
2025 Q3	$284K	Sell	964 -26	-3%	-$7.83K	0.05%	281
2025 Q2	$308K	Sell	990 -39	-4%	-$12K	0.07%	244
2025 Q1	$316K	Buy	1,029 +225	+28%	+$67.9K	0.08%	199
2024 Q4	$236K	Sell	804 -383	-32%	-$113K	0.03%	296
2024 Q3	$329K	Sell	1,187 -3,037	-72%	-$794K	0.05%	217
2024 Q2	$997K	Buy	4,224 +4,084	+2,917%	+$1M	0.12%	142
2024 Q1	$34.5K	Sell	140 -4,522	-97%	-$1.1M	0.07%	173
2023 Q4	$1.09M	Buy	4,662 +2,141	+85%	+$499K	0.18%	102
2023 Q3	$607K	Sell	2,521 -318	-11%	-$77.5K	0.18%	125
2023 Q2	$624K	Buy	+2,839	New	+$612K	0.1%	183

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return