Perennial Advisors’s Automatic Data Processing ADP Stock Holding History

Perennial Advisors’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	$274K	Hold	1,225	–	–	0.04%	116
2026 Q1	$249K	Sell	1,225 -15	-1%	-$3.44K	0.04%	112
2025 Q4	$319K	Sell	1,240 -90	-7%	-$24K	0.05%	96
2025 Q3	$390K	Hold	1,330	–	–	0.07%	94
2025 Q2	$410K	Sell	1,330 -10	-0.7%	-$3.07K	0.08%	89
2025 Q1	$409K	Buy	+1,340	New	+$404K	0.08%	84
2024 Q2	$344K	Sell	1,440 -65	-4%	-$16K	0.08%	88
2024 Q1	$376K	Sell	1,505 -100	-6%	-$24.4K	0.09%	85
2023 Q4	$374K	Sell	1,605 -100	-6%	-$23.3K	0.09%	85
2023 Q3	$410K	Sell	1,705 -580	-25%	-$141K	0.11%	82
2023 Q2	$502K	Hold	2,285	–	–	0.13%	78
2023 Q1	$509K	Buy	2,285 +535	+31%	+$121K	0.15%	67
2022 Q4	$418K	Hold	1,750	–	–	0.13%	68
2022 Q3	$396K	Sell	1,750 -40	-2%	-$9.44K	0.13%	67
2022 Q2	$376K	Hold	1,790	–	–	0.12%	67
2022 Q1	$407K	Sell	1,790 -100	-5%	-$21.4K	0.11%	68
2021 Q4	$466K	Buy	+1,890	New	+$428K	0.13%	65
2021 Q3	–	Sell	-90	Closed	-$18K	–	87
2021 Q2	$18K	Hold	90	–	–	0.01%	214
2021 Q1	$17K	Buy	+90	New	+$15.6K	0.01%	211
2017 Q3	–	Sell	-95	Closed	-$10K	–	191
2017 Q2	$10K	Buy	+95	New	+$9.62K	0.01%	160

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Perennial Advisors's ADP Position: Q2 2026 in Review

Perennial Advisors held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,225 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #116.

Perennial Advisors first reported a position in ADP in Q2 2017 and has held it in 20 quarters since. The position peaked at $509K in Q1 2023. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Perennial Advisors held 1,225 shares of Automatic Data Processing worth $274K as of Q2 2026.
Perennial Advisors left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.04% of Perennial Advisors's portfolio in Q2 2026, its #116 holding.
Perennial Advisors first reported a position in Automatic Data Processing in Q2 2017 and has held it in 20 quarters since.
Perennial Advisors's Automatic Data Processing position peaked at $509K in Q1 2023.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.