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Souders Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Souders Financial Advisors’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 		$828K Buy
3,698
+303
+9% +$64.8K 0.08% 113
2026
Q1 		$690K Buy
3,395
+260
+8% +$59.6K 0.08% 117
2025
Q4 		$806K Sell
3,135
-18
-0.6% -$4.79K 0.09% 103
2025
Q3 		$925K Buy
3,153
+30
+1% +$9.03K 0.11% 93
2025
Q2 		$963K Sell
3,123
-30
-1% -$9.21K 0.12% 88
2025
Q1 		$963K Buy
3,153
+2
+0.1% +$603 0.13% 95
2024
Q4 		$922K Buy
3,151
+1
+0% +$296 0.13% 104
2024
Q3 		$872K Buy
3,150
+2
+0.1% +$523 0.12% 107
2024
Q2 		$752K Buy
3,148
+21
+0.7% +$5.16K 0.11% 110
2024
Q1 		$781K Sell
3,127
-35
-1% -$8.55K 0.12% 108
2023
Q4 		$737K Buy
3,162
+8
+0.3% +$1.86K 0.13% 104
2023
Q3 		$759K Buy
3,154
+4
+0.1% +$975 0.15% 97
2023
Q2 		$692K Sell
3,150
-79
-2% -$17K 0.13% 102
2023
Q1 		$719K Sell
3,229
-7
-0.2% -$1.58K 0.15% 98
2022
Q4 		$773K Buy
3,236
+7
+0.2% +$1.72K 0.18% 90
2022
Q3 		$730K Sell
3,229
-260
-7% -$61.3K 0.2% 90
2022
Q2 		$733K Buy
3,489
+123
+4% +$27K 0.21% 83
2022
Q1 		$766K Buy
3,366
+6
+0.2% +$1.28K 0.22% 87
2021
Q4 		$828K Hold
3,360
– – 0.24% 83
2021
Q3 		$672K Buy
3,360
+25
+0.7% +$5.15K 0.22% 88
2021
Q2 		$662K Buy
+3,335
New +$648K 0.22% 82

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

Souders Financial Advisors's ADP Position: Q2 2026 in Review

Souders Financial Advisors increased its Automatic Data Processing (ADP) stake by 8.9% in Q2 2026, buying an estimated $64.8K and bringing the position to 3,698 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #113.

Souders Financial Advisors first reported a position in ADP in Q2 2021 and has held it in 21 quarters since. The position peaked at $963K in Q1 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Souders Financial Advisors held 3,698 shares of Automatic Data Processing worth $828K as of Q2 2026.
  • Souders Financial Advisors bought 303 Automatic Data Processing shares in Q2 2026, an estimated $64.8K.
  • Automatic Data Processing made up 0.08% of Souders Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • Souders Financial Advisors first reported a position in Automatic Data Processing in Q2 2021 and has held it in 21 quarters since.
  • Souders Financial Advisors's Automatic Data Processing position peaked at $963K in Q1 2025.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.