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Phillips Financial Management’s Automatic Data Processing ADP Stock Holding History

Phillips Financial Management’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
Q1 		$229K Sell
1,125
-164
-13% -$37.6K 0.02% 181
2025
Q4 		$332K Sell
1,289
-1,178
-48% -$314K 0.02% 160
2025
Q3 		$724K Buy
2,467
+1,699
+221% +$511K 0.05% 130
2025
Q2 		$237K Sell
768
-75
-9% -$23K 0.02% 173
2025
Q1 		$258K Buy
+843
New +$254K 0.02% 165

Other funds holding ADP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phillips Financial Management's ADP Position: Q1 2026 in Review

Phillips Financial Management reduced its Automatic Data Processing (ADP) stake by 13% in Q1 2026, selling an estimated $37.6K and leaving 1,125 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #181.

Phillips Financial Management first reported a position in ADP in Q1 2025 and has held it in 5 quarters since. The position peaked at $724K in Q3 2025. 2,265 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Phillips Financial Management held 1,125 shares of Automatic Data Processing worth $229K as of Q1 2026.
  • Phillips Financial Management sold 164 Automatic Data Processing shares in Q1 2026, an estimated $37.6K.
  • Automatic Data Processing made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #181 holding.
  • Phillips Financial Management first reported a position in Automatic Data Processing in Q1 2025 and has held it in 5 quarters since.
  • Phillips Financial Management's Automatic Data Processing position peaked at $724K in Q3 2025.
  • 2,265 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.