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Sound Financial Strategies Group’s Automatic Data Processing ADP Stock Holding History

Sound Financial Strategies 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
Q1 		– Sell
-2,090
Closed -$538K – 113
2025
Q4 		$538K Sell
2,090
-203
-9% -$54K 0.38% 85
2025
Q3 		$673K Sell
2,293
-167
-7% -$50.3K 0.49% 70
2025
Q2 		$759K Buy
2,460
+71
+3% +$21.8K 0.64% 50
2025
Q1 		$730K Sell
2,389
-862
-27% -$260K 0.65% 61
2024
Q4 		$952K Buy
3,251
+310
+11% +$91.6K 0.79% 12
2024
Q3 		$814K Buy
2,941
+51
+2% +$13.3K 0.65% 35
2024
Q2 		$690K Buy
2,890
+491
+20% +$121K 0.6% 41
2024
Q1 		$599K Sell
2,399
-20
-0.8% -$4.89K 0.5% 41
2023
Q4 		$564K Sell
2,419
-956
-28% -$223K 0.47% 42
2023
Q3 		$812K Buy
+3,375
New +$823K 0.67% 39
2023
Q1 		– Sell
-4,706
Closed -$1.12M – 58
2022
Q4 		$1.12M Buy
4,706
+14
+0.3% +$3.44K 0.82% 15
2022
Q3 		$1.06M Buy
+4,692
New +$1.11M 1.59% 11
2022
Q2 		– Sell
-7,042
Closed -$1.6M – 45
2022
Q1 		$1.6M Buy
+7,042
New +$1.51M 0.88% 34
2020
Q4 		– Sell
-3,053
Closed -$426K – 81
2020
Q3 		$426K Sell
3,053
-47
-2% -$6.59K 0.27% 48
2020
Q2 		$462K Hold
3,100
– – 0.3% 38
2020
Q1 		$424K Sell
3,100
-5,512
-64% -$888K 0.29% 33
2019
Q4 		$1.47M Buy
+8,612
New +$1.43M 0.93% 33

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sound Financial Strategies Group's ADP Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 2,090 shares — an estimated $538K sold.

Sound Financial Strategies Group first reported a position in ADP in Q4 2019 and held it in 17 quarters. The position peaked at $1.6M in Q1 2022. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,090 Automatic Data Processing shares in Q1 2026, an estimated $538K.
  • Sound Financial Strategies Group first reported a position in Automatic Data Processing in Q4 2019 and held it in 17 quarters.
  • Sound Financial Strategies Group's Automatic Data Processing position peaked at $1.6M in Q1 2022.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.