Second Half Financial Partners’s Automatic Data Processing ADP Stock Holding History

Second Half 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
2025 Q3	–	Sell	-651	Closed	-$201K	–	97
2025 Q2	$201K	Buy	+651	New	+$200K	0.09%	89
2024 Q4	–	Sell	-736	Closed	-$204K	–	94
2024 Q3	$204K	Buy	+736	New	+$192K	0.11%	92
2024 Q2	–	Sell	-12,741	Closed	-$3.18M	–	43
2024 Q1	$3.18M	Buy	12,741 +64	+0.5%	+$15.6K	1.42%	26
2023 Q4	$2.95M	Buy	+12,677	New	+$2.95M	1.46%	21
2022 Q3	–	Sell	-21,412	Closed	-$4.04M	–	36
2022 Q2	$4.04M	Hold	21,412	–	–	3.1%	11
2022 Q1	$4.04M	Buy	+21,412	New	+$4.58M	3.1%	11

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Second Half Financial Partners's ADP Position: Q3 2025 in Review

Second Half Financial Partners sold out of Automatic Data Processing (ADP) in Q3 2025, closing a stake of 651 shares — an estimated $201K sold.

Second Half Financial Partners first reported a position in ADP in Q1 2022 and held it in 6 quarters. The position peaked at $4.04M in Q2 2022. 2,388 funds tracked by Wall St. Rank hold ADP as of Q3 2025.

Second Half Financial Partners reported no remaining Automatic Data Processing position as of Q3 2025 after selling out during the quarter.
Second Half Financial Partners sold 651 Automatic Data Processing shares in Q3 2025, an estimated $201K.
Second Half Financial Partners first reported a position in Automatic Data Processing in Q1 2022 and held it in 6 quarters.
Second Half Financial Partners's Automatic Data Processing position peaked at $4.04M in Q2 2022.
2,388 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2025.

Based on Second Half Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.