Roehl & Yi Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Roehl & Yi Investment Advisors’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	$386K	Hold	18,672	–	–	0.13%	131
2026 Q1	$352K	Buy	18,672 +25	+0.1%	+$5.73K	0.13%	123
2025 Q4	$435K	Buy	18,647 +38	+0.2%	+$10.1K	0.17%	106
2025 Q3	$483K	Buy	18,609 +17,015	+1,067%	+$5.12M	0.21%	92
2025 Q2	$492K	Buy	1,594 +6	+0.4%	+$1.84K	0.25%	90
2025 Q1	$485K	Sell	1,588 -4	-0.3%	-$1.21K	0.26%	91
2024 Q4	$466K	Buy	+1,592	New	+$470K	0.26%	88

Other funds holding ADP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Roehl & Yi Investment Advisors's ADP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Automatic Data Processing (ADP) position steady in Q2 2026 at 18,672 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #131.

Roehl & Yi Investment Advisors first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q2 2025. 2,281 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Roehl & Yi Investment Advisors held 18,672 shares of Automatic Data Processing worth $386K as of Q2 2026.
Roehl & Yi Investment Advisors left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #131 holding.
Roehl & Yi Investment Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Automatic Data Processing position peaked at $492K in Q2 2025.
2,281 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.