SAG
ADP icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's ADP Position: Q4 2025 in Review

SageView Advisory Group reduced its Automatic Data Processing (ADP) stake by 4% in Q4 2025, selling an estimated $14.1K and leaving 1,262 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #459.

SageView Advisory Group first reported a position in ADP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2022. 2,400 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • SageView Advisory Group held 1,262 shares of Automatic Data Processing worth $325K as of Q4 2025.
  • SageView Advisory Group sold 53 Automatic Data Processing shares in Q4 2025, an estimated $14.1K.
  • Automatic Data Processing made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #459 holding.
  • SageView Advisory Group first reported a position in Automatic Data Processing in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Automatic Data Processing position peaked at $1.17M in Q4 2022.
  • 2,400 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.