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Phoenix Financial’s Automatic Data Processing ADP Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-830
Closed -$256K – 463
2025
Q2 		$256K Sell
830
-95
-10% -$29.2K ﹤0.01% 361
2025
Q1 		$284K Sell
925
-112
-11% -$33.8K ﹤0.01% 304
2024
Q4 		$304K Sell
1,037
-88
-8% -$26K ﹤0.01% 309
2024
Q3 		$312K Sell
1,125
-108
-9% -$28.2K ﹤0.01% 290
2024
Q2 		$292K Buy
1,233
+37
+3% +$9.08K ﹤0.01% 291
2024
Q1 		$298K Buy
1,196
+63
+6% +$15.4K ﹤0.01% 328
2023
Q4 		$263K Sell
1,133
-96
-8% -$22.4K ﹤0.01% 279
2023
Q3 		$301K Buy
+1,229
New +$300K 0.01% 283
2023
Q2 		– Sell
-1,180
Closed -$257K – 314
2023
Q1 		$257K Sell
1,180
-29
-2% -$6.54K 0.01% 252
2022
Q4 		$291K Sell
1,209
-17
-1% -$4.17K 0.01% 247
2022
Q3 		$282K Sell
1,226
-36
-3% -$8.49K 0.01% 288
2022
Q2 		$265K Sell
1,262
-1,386
-52% -$304K 0.01% 336
2022
Q1 		$605K Sell
2,648
-107
-4% -$22.9K 0.01% 282
2021
Q4 		$684K Sell
2,755
-56
-2% -$12.7K 0.01% 258
2021
Q3 		$560K Buy
+2,811
New +$579K 0.01% 316
2021
Q2 		– Sell
-2,782
Closed -$523K – 298
2021
Q1 		$523K Buy
2,782
+1,286
+86% +$223K 0.01% 312
2020
Q4 		$260K Buy
+1,496
New +$246K 0.01% 320

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Phoenix Financial's ADP Position: Q3 2025 in Review

Phoenix Financial sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 830 shares — an estimated $256K sold.

Phoenix Financial first reported a position in ADP in Q4 2020 and held it in 17 quarters. The position peaked at $684K in Q4 2021. 2,393 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

  • Phoenix Financial reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 830 Automatic Data Processing shares in Q3 2025, an estimated $256K.
  • Phoenix Financial first reported a position in Automatic Data Processing in Q4 2020 and held it in 17 quarters.
  • Phoenix Financial's Automatic Data Processing position peaked at $684K in Q4 2021.
  • 2,393 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.