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Root Financial Partners’s Automatic Data Processing ADP Stock Holding History

Root Financial Partners’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
Q1 		$181K Sell
890
-84
-9% -$19.3K 0.01% 361
2025
Q4 		$251K Sell
974
-431
-31% -$115K 0.01% 255
2025
Q3 		$412K Buy
1,405
+668
+91% +$201K 0.03% 169
2025
Q2 		$227K Buy
+737
New +$226K 0.02% 227
2024
Q4 		– Sell
-1,038
Closed -$287K – 215
2024
Q3 		$287K Buy
+1,038
New +$271K 0.05% 129

Other funds holding ADP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's ADP Position: Q1 2026 in Review

Root Financial Partners reduced its Automatic Data Processing (ADP) stake by 8.6% in Q1 2026, selling an estimated $19.3K and leaving 890 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #361.

Root Financial Partners first reported a position in ADP in Q3 2024 and has held it in 5 quarters since. The position peaked at $412K in Q3 2025. 2,266 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Root Financial Partners held 890 shares of Automatic Data Processing worth $181K as of Q1 2026.
  • Root Financial Partners sold 84 Automatic Data Processing shares in Q1 2026, an estimated $19.3K.
  • Automatic Data Processing made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #361 holding.
  • Root Financial Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Automatic Data Processing position peaked at $412K in Q3 2025.
  • 2,266 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.