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Savvy Advisors Inc’s Automatic Data Processing ADP Stock Holding History

Savvy Advisors Inc’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 		$2M Sell
8,917
-135
-1% -$28.9K 0.04% 334
2026
Q1 		$1.84M Buy
9,052
+1,511
+20% +$346K 0.05% 283
2025
Q4 		$1.94M Buy
7,541
+3,325
+79% +$885K 0.06% 232
2025
Q3 		$1.24M Sell
4,216
-107
-2% -$32.2K 0.06% 230
2025
Q2 		$1.33M Buy
4,323
+1,264
+41% +$388K 0.09% 167
2025
Q1 		$935K Buy
3,059
+832
+37% +$251K 0.09% 175
2024
Q4 		$652K Buy
2,227
+17
+0.8% +$5.02K 0.08% 207
2024
Q3 		$612K Buy
2,210
+249
+13% +$65.1K 0.12% 160
2024
Q2 		$468K Buy
1,961
+619
+46% +$152K 0.15% 148
2024
Q1 		$335K Sell
1,342
-15
-1% -$3.67K 0.19% 149
2023
Q4 		$316K Buy
+1,357
New +$316K 0.31% 103

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's ADP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Automatic Data Processing (ADP) stake by 1.5% in Q2 2026, selling an estimated $28.9K and leaving 8,917 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #334.

Savvy Advisors Inc first reported a position in ADP in Q4 2023 and has held it in 11 quarters since. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Savvy Advisors Inc held 8,917 shares of Automatic Data Processing worth $2M as of Q2 2026.
  • Savvy Advisors Inc sold 135 Automatic Data Processing shares in Q2 2026, an estimated $28.9K.
  • Automatic Data Processing made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #334 holding.
  • Savvy Advisors Inc first reported a position in Automatic Data Processing in Q4 2023 and has held it in 11 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.