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Strategic Financial Concepts’s Automatic Data Processing ADP Stock Holding History

Strategic Financial Concepts’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 		– Sell
-899
Closed -$264K – 128
2025
Q3 		$264K Buy
899
+4
+0.4% +$1.2K 0.04% 215
2025
Q2 		$276K Buy
+895
New +$275K 0.04% 209
2024
Q3 		– Sell
-39,645
Closed -$8.75K – 254
2024
Q2 		$8.75K Buy
+39,645
New +$9.73M 0.01% 424

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Financial Concepts's ADP Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 899 shares — an estimated $264K sold.

Strategic Financial Concepts first reported a position in ADP in Q2 2024 and held it in 3 quarters. The position peaked at $276K in Q2 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 899 Automatic Data Processing shares in Q4 2025, an estimated $264K.
  • Strategic Financial Concepts first reported a position in Automatic Data Processing in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Automatic Data Processing position peaked at $276K in Q2 2025.
  • 2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.