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SageView Advisory Group’s Automatic Data Processing ADP Stock Holding History

SageView Advisory Group’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 		$287K Buy
1,281
+11
+0.9% +$2.35K 0.01% 505
2026
Q1 		$258K Buy
1,270
+8
+0.6% +$1.83K 0.01% 507
2025
Q4 		$325K Sell
1,262
-53
-4% -$14.1K 0.01% 459
2025
Q3 		$386K Buy
1,315
+10
+0.8% +$3.01K 0.01% 439
2025
Q2 		$401K Buy
1,305
+161
+14% +$49.5K 0.02% 417
2025
Q1 		$350K Buy
1,144
+22
+2% +$6.64K 0.01% 429
2024
Q4 		$328K Buy
1,122
+73
+7% +$21.6K 0.01% 434
2024
Q3 		$290K Sell
1,049
-1,069
-50% -$280K 0.01% 407
2024
Q2 		$506K Buy
2,118
+1,101
+108% +$270K 0.02% 338
2024
Q1 		$254K Sell
1,017
-1,382
-58% -$338K 0.01% 456
2023
Q4 		$572K Buy
2,399
+1,402
+141% +$327K 0.02% 366
2023
Q3 		$240K Sell
997
-1,978
-66% -$482K 0.01% 474
2023
Q2 		$654K Sell
2,975
-1,974
-40% -$426K 0.04% 299
2023
Q1 		$1.1M Buy
4,949
+63
+1% +$14.2K 0.07% 189
2022
Q4 		$1.17M Buy
+4,886
New +$1.2M 0.09% 138

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

SageView Advisory Group's ADP Position: Q2 2026 in Review

SageView Advisory Group increased its Automatic Data Processing (ADP) stake by 0.87% in Q2 2026, buying an estimated $2.35K and bringing the position to 1,281 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #505.

SageView Advisory Group first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2022. 2,288 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • SageView Advisory Group held 1,281 shares of Automatic Data Processing worth $287K as of Q2 2026.
  • SageView Advisory Group bought 11 Automatic Data Processing shares in Q2 2026, an estimated $2.35K.
  • Automatic Data Processing made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #505 holding.
  • SageView Advisory Group first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Automatic Data Processing position peaked at $1.17M in Q4 2022.
  • 2,288 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.