Private Advisory Group’s Automatic Data Processing ADP Stock Holding History

Private Advisory Group’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 Q3	$524K	Buy	2,032 +784	+63%	+$208K	0.03%	236
2026 Q2	$279K	Buy	+1,248	New	+$267K	0.02%	263
2026 Q1	–	Sell	-829	Closed	-$213K	–	276
2025 Q4	$213K	Sell	829 -38	-4%	-$10.1K	0.02%	242
2025 Q3	$254K	Buy	867 +40	+5%	+$12K	0.02%	200
2025 Q2	$255K	Buy	+827	New	+$254K	0.02%	188

Other funds holding ADP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Private Advisory Group's ADP Position: Q3 2026 in Review

Private Advisory Group increased its Automatic Data Processing (ADP) stake by 63% in Q3 2026, buying an estimated $208K and bringing the position to 2,032 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #236.

Private Advisory Group first reported a position in ADP in Q2 2025 and has held it in 5 quarters since. 1,930 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Private Advisory Group held 2,032 shares of Automatic Data Processing worth $524K as of Q3 2026.
Private Advisory Group bought 784 Automatic Data Processing shares in Q3 2026, an estimated $208K.
Automatic Data Processing made up 0.03% of Private Advisory Group's portfolio in Q3 2026, its #236 holding.
Private Advisory Group first reported a position in Automatic Data Processing in Q2 2025 and has held it in 5 quarters since.
1,930 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.