PF
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PlanVest Financial’s Automatic Data Processing ADP Stock Holding History

PlanVest 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
2026
Q2 		$28.4K Hold
127
– – 0.02% 296
2026
Q1 		$25.8K Buy
+127
New +$29.1K 0.02% 292

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

PlanVest Financial's ADP Position: Q2 2026 in Review

PlanVest Financial held its Automatic Data Processing (ADP) position steady in Q2 2026 at 127 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #296.

PlanVest Financial first reported a position in ADP in Q1 2026 and has held it in 2 quarters since. 2,237 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • PlanVest Financial held 127 shares of Automatic Data Processing worth $28.4K as of Q2 2026.
  • PlanVest Financial left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #296 holding.
  • PlanVest Financial first reported a position in Automatic Data Processing in Q1 2026 and has held it in 2 quarters since.
  • 2,237 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.