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Summit Global Investments’s Automatic Data Processing ADP Stock Holding History

Summit Global Investments’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 		$1.46M Sell
6,512
-22,431
-78% -$4.79M 0.08% 130
2026
Q1 		$5.88M Buy
28,943
+1,298
+5% +$298K 0.35% 40
2025
Q4 		$7.11M Sell
27,645
-12,793
-32% -$3.41M 0.42% 29
2025
Q3 		$11.9M Buy
40,438
+2,114
+6% +$636K 0.69% 22
2025
Q2 		$11.8M Sell
38,324
-1,215
-3% -$373K 0.7% 23
2025
Q1 		$12.1M Sell
39,539
-7,775
-16% -$2.35M 0.88% 16
2024
Q4 		$13.8M Sell
47,314
-7,868
-14% -$2.33M 0.87% 20
2024
Q3 		$15.3M Sell
55,182
-8,191
-13% -$2.14M 0.97% 17
2024
Q2 		$15.1M Sell
63,373
-3,143
-5% -$772K 1.02% 19
2024
Q1 		$16.6M Buy
66,516
+23,796
+56% +$5.81M 1.24% 14
2023
Q4 		$9.95M Buy
42,720
+14,414
+51% +$3.36M 0.65% 31
2023
Q3 		$6.81M Sell
28,306
-29
-0.1% -$7.07K 0.45% 51
2023
Q2 		$6.23M Sell
28,335
-951
-3% -$205K 0.41% 64
2023
Q1 		$6.52M Sell
29,286
-54
-0.2% -$12.2K 0.5% 49
2022
Q4 		$7.01M Buy
+29,340
New +$7.2M 0.59% 38

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 Global Investments's ADP Position: Q2 2026 in Review

Summit Global Investments reduced its Automatic Data Processing (ADP) stake by 78% in Q2 2026, selling an estimated $4.79M and leaving 6,512 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #130.

Summit Global Investments first reported a position in ADP in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2024. 2,289 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Summit Global Investments held 6,512 shares of Automatic Data Processing worth $1.46M as of Q2 2026.
  • Summit Global Investments sold 22,431 Automatic Data Processing shares in Q2 2026, an estimated $4.79M.
  • Automatic Data Processing made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #130 holding.
  • Summit Global Investments first reported a position in Automatic Data Processing in Q4 2022 and has held it in 15 quarters since.
  • Summit Global Investments's Automatic Data Processing position peaked at $16.6M in Q1 2024.
  • 2,289 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.