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Successful Portfolios’s Automatic Data Processing ADP Stock Holding History

Successful Portfolios’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
Q3 		$201K Buy
+775
New +$206K 0.09% 187
2026
Q1 		– Sell
-775
Closed -$206K – 189
2025
Q4 		$206K Sell
775
-15
-2% -$3.99K 0.11% 176
2025
Q3 		$232K Sell
790
-163
-17% -$49.1K 0.14% 149
2025
Q2 		$294K Sell
953
-2
-0.2% -$614 0.18% 113
2025
Q1 		$292K Hold
955
– – 0.2% 112
2024
Q4 		$280K Sell
955
-11
-1% -$3.25K 0.19% 112
2024
Q3 		$267K Sell
966
-4
-0.4% -$1.05K 0.18% 119
2024
Q2 		$232K Sell
970
-2
-0.2% -$491 0.16% 129
2024
Q1 		$243K Sell
972
-68
-7% -$16.6K 0.17% 133
2023
Q4 		$242K Buy
1,040
+52
+5% +$12.1K 0.18% 131
2023
Q3 		$238K Sell
988
-4
-0.4% -$975 0.21% 113
2023
Q2 		$218K Sell
992
-107
-10% -$23.1K 0.19% 130
2023
Q1 		$245K Sell
1,099
-5
-0.5% -$1.13K 0.15% 156
2022
Q4 		$264K Sell
1,104
-9
-0.8% -$2.21K 0.17% 146
2022
Q3 		$252K Sell
1,113
-13
-1% -$3.07K 0.18% 146
2022
Q2 		$237K Sell
1,126
-6
-0.5% -$1.31K 0.16% 153
2022
Q1 		$258K Hold
1,132
– – 0.15% 165
2021
Q4 		$279K Sell
1,132
-1
-0.1% -$226 0.15% 151
2021
Q3 		$227K Sell
1,133
-2
-0.2% -$412 0.14% 174
2021
Q2 		$225K Hold
1,135
– – 0.14% 180
2021
Q1 		$214K Buy
+1,135
New +$197K 0.14% 176
2020
Q1 		– Sell
-1,228
Closed -$209K – 153
2019
Q4 		$209K Buy
+1,228
New +$203K 0.19% 146

Other funds holding ADP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Successful Portfolios's ADP Position: Q3 2026 in Review

Successful Portfolios opened a new position in Automatic Data Processing (ADP) in Q3 2026: 775 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #187 among its holdings. This is a return to the name: Successful Portfolios previously reported a position in ADP as recently as Q4 2025.

Successful Portfolios first reported a position in ADP in Q4 2019 and has held it in 22 quarters since. The position peaked at $294K in Q2 2025. 124 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Successful Portfolios held 775 shares of Automatic Data Processing worth $201K as of Q3 2026.
  • Automatic Data Processing was a new Successful Portfolios position in Q3 2026.
  • Automatic Data Processing made up 0.09% of Successful Portfolios's portfolio in Q3 2026, its #187 holding.
  • Successful Portfolios first reported a position in Automatic Data Processing in Q4 2019 and has held it in 22 quarters since.
  • Successful Portfolios's Automatic Data Processing position peaked at $294K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.