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Oxford Financial Group’s Automatic Data Processing ADP Stock Holding History

Oxford Financial Group’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 		$233K Sell
1,039
-78
-7% -$16.7K 0.01% 229
2026
Q1 		$227K Sell
1,117
-1,645
-60% -$377K 0.01% 235
2025
Q4 		$710K Buy
2,762
+1,579
+133% +$420K 0.04% 116
2025
Q3 		$347K Buy
1,183
+150
+15% +$45.1K 0.02% 174
2025
Q2 		$319K Sell
1,033
-2
-0.2% -$614 0.02% 166
2025
Q1 		$316K Sell
1,035
-87
-8% -$26.2K 0.02% 170
2024
Q4 		$328K Sell
1,122
-60
-5% -$17.7K 0.02% 196
2024
Q3 		$327K Sell
1,182
-714
-38% -$187K 0.02% 192
2024
Q2 		$453K Buy
1,896
+817
+76% +$201K 0.03% 159
2024
Q1 		$269K Sell
1,079
-123
-10% -$30.1K 0.02% 194
2023
Q4 		$280K Buy
1,202
+169
+16% +$39.4K 0.02% 192
2023
Q3 		$249K Sell
1,033
-180
-15% -$43.9K 0.02% 190
2023
Q2 		$267K Sell
1,213
-401
-25% -$86.5K 0.03% 194
2023
Q1 		$359K Sell
1,614
-33
-2% -$7.45K 0.04% 131
2022
Q4 		$393K Buy
1,647
+512
+45% +$126K 0.05% 131
2022
Q3 		$257K Sell
1,135
-28
-2% -$6.61K 0.04% 150
2022
Q2 		$244K Buy
1,163
+28
+2% +$6.14K 0.04% 169
2022
Q1 		$258K Sell
1,135
-347
-23% -$74.3K 0.03% 170
2021
Q4 		$365K Buy
1,482
+202
+16% +$45.7K 0.04% 149
2021
Q3 		$256K Sell
1,280
-1,660
-56% -$342K 0.03% 161
2021
Q2 		$584K Buy
2,940
+270
+10% +$52.5K 0.08% 103
2021
Q1 		$503K Sell
2,670
-262
-9% -$45.5K 0.07% 109
2020
Q4 		$517K Buy
2,932
+270
+10% +$44.3K 0.07% 99
2020
Q3 		$371K Sell
2,662
-437
-14% -$61.2K 0.06% 118
2020
Q2 		$461K Hold
3,099
– – 0.08% 100
2020
Q1 		$424K Buy
+3,099
New +$499K 0.08% 94

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 $3.37T AUM 44.26% 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

Oxford Financial Group's ADP Position: Q2 2026 in Review

Oxford Financial Group reduced its Automatic Data Processing (ADP) stake by 7% in Q2 2026, selling an estimated $16.7K and leaving 1,039 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #229.

Oxford Financial Group first reported a position in ADP in Q1 2020 and has held it in 26 quarters since. The position peaked at $710K in Q4 2025. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Oxford Financial Group held 1,039 shares of Automatic Data Processing worth $233K as of Q2 2026.
  • Oxford Financial Group sold 78 Automatic Data Processing shares in Q2 2026, an estimated $16.7K.
  • Automatic Data Processing made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #229 holding.
  • Oxford Financial Group first reported a position in Automatic Data Processing in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Automatic Data Processing position peaked at $710K in Q4 2025.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.