PA
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Planning Alternatives’s Automatic Data Processing ADP Stock Holding History

Planning Alternatives’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 		$240K Buy
+1,071
New +$229K 0.03% 114
2018
Q1 		– Sell
-1,883
Closed -$221K – 38
2017
Q4 		$221K Sell
1,883
-31
-2% -$3.54K 0.04% 47
2017
Q3 		$209K Buy
+1,914
New +$205K 0.04% 48

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

Planning Alternatives's ADP Position: Q2 2026 in Review

Planning Alternatives opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,071 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings. This is a return to the name: Planning Alternatives previously reported a position in ADP as recently as Q4 2017.

Planning Alternatives first reported a position in ADP in Q3 2017 and has held it in 3 quarters since. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Planning Alternatives held 1,071 shares of Automatic Data Processing worth $240K as of Q2 2026.
  • Automatic Data Processing was a new Planning Alternatives position in Q2 2026.
  • Automatic Data Processing made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #114 holding.
  • Planning Alternatives first reported a position in Automatic Data Processing in Q3 2017 and has held it in 3 quarters since.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.