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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
Q2 		$243K Buy
1,086
+196
+22% +$41.9K 0.01% 337
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 $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

Root Financial Partners's ADP Position: Q2 2026 in Review

Root Financial Partners increased its Automatic Data Processing (ADP) stake by 22% in Q2 2026, buying an estimated $41.9K and bringing the position to 1,086 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #337.

Root Financial Partners first reported a position in ADP in Q3 2024 and has held it in 6 quarters since. The position peaked at $412K in Q3 2025. 2,285 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Root Financial Partners held 1,086 shares of Automatic Data Processing worth $243K as of Q2 2026.
  • Root Financial Partners bought 196 Automatic Data Processing shares in Q2 2026, an estimated $41.9K.
  • Automatic Data Processing made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #337 holding.
  • Root Financial Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Automatic Data Processing position peaked at $412K in Q3 2025.
  • 2,285 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.