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 Q3	$324K	Buy	1,254 +168	+15%	+$44.6K	0.01%	300
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 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

Root Financial Partners's ADP Position: Q3 2026 in Review

Root Financial Partners increased its Automatic Data Processing (ADP) stake by 15% in Q3 2026, buying an estimated $44.6K and bringing the position to 1,254 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #300.

Root Financial Partners first reported a position in ADP in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q3 2025. 2,100 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

Root Financial Partners held 1,254 shares of Automatic Data Processing worth $324K as of Q3 2026.
Root Financial Partners bought 168 Automatic Data Processing shares in Q3 2026, an estimated $44.6K.
Automatic Data Processing made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #300 holding.
Root Financial Partners first reported a position in Automatic Data Processing in Q3 2024 and has held it in 7 quarters since.
Root Financial Partners's Automatic Data Processing position peaked at $412K in Q3 2025.
2,100 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.