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Phillips Wealth Planners’s Automatic Data Processing ADP Stock Holding History

Phillips Wealth Planners’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 		$327K Buy
1,331
+174
+15% +$37.2K 0.24% 138
2026
Q1 		$245K Sell
1,157
-192
-14% -$44K 0.18% 178
2025
Q4 		$347K Sell
1,349
-121
-8% -$32.2K 0.28% 118
2025
Q3 		$427K Buy
1,470
+156
+12% +$47K 0.35% 91
2025
Q2 		$403K Sell
1,314
-4
-0.3% -$1.23K 0.37% 95
2025
Q1 		$395K Buy
1,318
+127
+11% +$38.3K 0.42% 83
2024
Q4 		$342K Buy
1,191
+9
+0.8% +$2.66K 0.34% 100
2024
Q3 		$344K Sell
1,182
-9
-0.8% -$2.35K 0.33% 112
2024
Q2 		$279K Sell
1,191
-39
-3% -$9.57K 0.29% 131
2024
Q1 		$300K Buy
1,230
+67
+6% +$16.4K 0.35% 110
2023
Q4 		$275K Sell
1,163
-11
-0.9% -$2.56K 0.33% 112
2023
Q3 		$289K Sell
1,174
-869
-43% -$212K 0.39% 98
2023
Q2 		$449K Buy
2,043
+28
+1% +$6.04K 0.59% 61
2023
Q1 		$446K Buy
+2,015
New +$455K 0.59% 56

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

Phillips Wealth Planners's ADP Position: Q2 2026 in Review

Phillips Wealth Planners increased its Automatic Data Processing (ADP) stake by 15% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,331 shares worth $327K. The position accounts for 0.24% of the portfolio, ranked #138.

Phillips Wealth Planners first reported a position in ADP in Q1 2023 and has held it in 14 quarters since. The position peaked at $449K in Q2 2023. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Phillips Wealth Planners held 1,331 shares of Automatic Data Processing worth $327K as of Q2 2026.
  • Phillips Wealth Planners bought 174 Automatic Data Processing shares in Q2 2026, an estimated $37.2K.
  • Automatic Data Processing made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #138 holding.
  • Phillips Wealth Planners first reported a position in Automatic Data Processing in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Automatic Data Processing position peaked at $449K in Q2 2023.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.