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Symphony Financial’s Automatic Data Processing ADP Stock Holding History

Symphony 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
Q1 		– Sell
-2,043
Closed -$531K – 316
2025
Q4 		$531K Sell
2,043
-602
-23% -$160K 0.07% 156
2025
Q3 		$769K Sell
2,645
-635
-19% -$191K 0.09% 128
2025
Q2 		$635K Buy
+3,280
New +$1.01M 0.08% 135
2025
Q1 		– Sell
-2,160
Closed -$644K – 93
2024
Q4 		$644K Buy
2,160
+30
+1% +$8.87K 0.1% 124
2024
Q3 		$583K Buy
2,130
+835
+64% +$218K 0.1% 135
2024
Q2 		$307K Buy
1,295
+335
+35% +$82.2K 0.06% 170
2024
Q1 		$240K Sell
960
-192
-17% -$46.9K 0.06% 166
2023
Q4 		$271K Sell
1,152
-2,130
-65% -$496K 0.06% 170
2023
Q3 		$786K Sell
3,282
-24
-0.7% -$5.85K 0.19% 90
2023
Q2 		$716K Sell
3,306
-406
-11% -$87.5K 0.18% 104
2023
Q1 		$814K Sell
3,712
-171
-4% -$38.6K 0.21% 95
2022
Q4 		$927K Buy
3,883
+1,881
+94% +$462K 0.25% 78
2022
Q3 		$456K Sell
2,002
-430
-18% -$101K 0.15% 143
2022
Q2 		$517K Sell
2,432
-388
-14% -$85K 0.15% 126
2022
Q1 		$660K Buy
+2,820
New +$604K 0.16% 110

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

Symphony Financial's ADP Position: Q1 2026 in Review

Symphony Financial sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 2,043 shares — an estimated $531K sold.

Symphony Financial first reported a position in ADP in Q1 2022 and held it in 15 quarters. The position peaked at $927K in Q4 2022. 2,283 funds tracked by Wall St. Rank hold ADP as of Q1 2026.

  • Symphony Financial reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
  • Symphony Financial sold 2,043 Automatic Data Processing shares in Q1 2026, an estimated $531K.
  • Symphony Financial first reported a position in Automatic Data Processing in Q1 2022 and held it in 15 quarters.
  • Symphony Financial's Automatic Data Processing position peaked at $927K in Q4 2022.
  • 2,283 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.