ROI Financial Advisors’s Automatic Data Processing ADP Stock Holding History

ROI Financial 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	$912K	Sell	4,073 -1,918	-32%	-$410K	0.47%	40
2026 Q1	$1.22M	Sell	5,991 -1,080	-15%	-$248K	0.73%	32
2025 Q4	$1.82M	Sell	7,071 -85	-1%	-$22.6K	1.04%	25
2025 Q3	$2.1M	Buy	7,156 +326	+5%	+$98.1K	1.25%	23
2025 Q2	$2.11M	Buy	6,830 +755	+12%	+$232K	1.34%	20
2025 Q1	$1.86M	Buy	6,075 +392	+7%	+$118K	1.35%	21
2024 Q4	$1.66M	Sell	5,683 -43	-0.8%	-$12.7K	1.13%	23
2024 Q3	$1.58M	Buy	5,726 +645	+13%	+$169K	1.09%	27
2024 Q2	$1.21M	Buy	5,081 +314	+7%	+$77.1K	0.88%	27
2024 Q1	$1.19M	Sell	4,767 -275	-5%	-$67.2K	0.94%	29
2023 Q4	$1.18M	Buy	+5,042	New	+$1.17M	0.97%	30

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

ROI Financial Advisors's ADP Position: Q2 2026 in Review

ROI Financial Advisors reduced its Automatic Data Processing (ADP) stake by 32% in Q2 2026, selling an estimated $410K and leaving 4,073 shares worth $912K. The position accounts for 0.47% of the portfolio, ranked #40.

ROI Financial Advisors first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q2 2025. 2,286 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

ROI Financial Advisors held 4,073 shares of Automatic Data Processing worth $912K as of Q2 2026.
ROI Financial Advisors sold 1,918 Automatic Data Processing shares in Q2 2026, an estimated $410K.
Automatic Data Processing made up 0.47% of ROI Financial Advisors's portfolio in Q2 2026, its #40 holding.
ROI Financial Advisors first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
ROI Financial Advisors's Automatic Data Processing position peaked at $2.11M in Q2 2025.
2,286 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.