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Planning Strategies’s Automatic Data Processing ADP Stock Holding History

Planning Strategies’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 		$14.8K Buy
+66
New +$14.1K 0.01% 279

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Planning Strategies's ADP Position: Q2 2026 in Review

Planning Strategies opened a new position in Automatic Data Processing (ADP) in Q2 2026: 66 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

2,189 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Planning Strategies held 66 shares of Automatic Data Processing worth $14.8K as of Q2 2026.
  • Automatic Data Processing was a new Planning Strategies position in Q2 2026.
  • Automatic Data Processing made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #279 holding.
  • 2,189 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.