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Summit Financial’s Automatic Data Processing ADP Stock Holding History

Summit Financial’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 		$3.69M Sell
16,342
-430
-3% -$91.9K 0.04% 430
2026
Q1 		$3.44M Sell
16,772
-1,311
-7% -$301K 0.04% 419
2025
Q4 		$4.68M Sell
18,083
-738
-4% -$196K 0.07% 283
2025
Q3 		$5.52M Sell
18,821
-303
-2% -$91.2K 0.08% 234
2025
Q2 		$5.93M Sell
19,124
-1,095
-5% -$336K 0.13% 138
2025
Q1 		$6.18M Buy
20,219
+870
+4% +$262K 0.17% 116
2024
Q4 		$5.69M Buy
19,349
+2,502
+15% +$739K 0.2% 99
2024
Q3 		$4.69M Buy
16,847
+104
+0.6% +$27.2K 0.18% 96
2024
Q2 		$4.02M Buy
16,743
+5,596
+50% +$1.37M 0.18% 91
2024
Q1 		$2.8M Buy
11,147
+153
+1% +$37.4K 0.17% 77
2023
Q4 		$2.58M Buy
10,994
+483
+5% +$113K 0.17% 82
2023
Q3 		$2.54M Buy
10,511
+30
+0.3% +$7.32K 0.19% 77
2023
Q2 		$2.32M Buy
10,481
+2,874
+38% +$620K 0.17% 77
2023
Q1 		$1.7M Sell
7,607
-133
-2% -$30K 0.15% 75
2022
Q4 		$1.85M Buy
7,740
+421
+6% +$103K 0.17% 68
2022
Q3 		$1.66M Buy
7,319
+1,541
+27% +$364K 0.16% 69
2022
Q2 		$1.22M Sell
5,778
-597
-9% -$131K 0.11% 83
2022
Q1 		$1.46M Buy
6,375
+811
+15% +$174K 0.11% 87
2021
Q4 		$1.38M Buy
5,564
+689
+14% +$156K 0.11% 86
2021
Q3 		$979K Buy
+4,875
New +$1M 0.08% 85

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

Summit Financial's ADP Position: Q2 2026 in Review

Summit Financial reduced its Automatic Data Processing (ADP) stake by 2.6% in Q2 2026, selling an estimated $91.9K and leaving 16,342 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #430.

Summit Financial first reported a position in ADP in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.18M in Q1 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Summit Financial held 16,342 shares of Automatic Data Processing worth $3.69M as of Q2 2026.
  • Summit Financial sold 430 Automatic Data Processing shares in Q2 2026, an estimated $91.9K.
  • Automatic Data Processing made up 0.04% of Summit Financial's portfolio in Q2 2026, its #430 holding.
  • Summit Financial first reported a position in Automatic Data Processing in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's Automatic Data Processing position peaked at $6.18M in Q1 2025.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.