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Synergy Investment Management’s Automatic Data Processing ADP Stock Holding History

Synergy Investment Management’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 		$315K Buy
1,395
+42
+3% +$8.98K 0.08% 127
2026
Q1 		$275K Buy
1,353
+11
+0.8% +$2.52K 0.09% 113
2025
Q4 		$345K Hold
1,342
– – 0.12% 99
2025
Q3 		$394K Hold
1,342
– – 0.15% 88
2025
Q2 		$414K Hold
1,342
– – 0.25% 50
2025
Q1 		$410K Hold
1,342
– – 0.17% 83
2024
Q4 		$393K Buy
+1,342
New +$397K 0.17% 78

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

Synergy Investment Management's ADP Position: Q2 2026 in Review

Synergy Investment Management increased its Automatic Data Processing (ADP) stake by 3.1% in Q2 2026, buying an estimated $8.98K and bringing the position to 1,395 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #127.

Synergy Investment Management first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q2 2025. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Synergy Investment Management held 1,395 shares of Automatic Data Processing worth $315K as of Q2 2026.
  • Synergy Investment Management bought 42 Automatic Data Processing shares in Q2 2026, an estimated $8.98K.
  • Automatic Data Processing made up 0.08% of Synergy Investment Management's portfolio in Q2 2026, its #127 holding.
  • Synergy Investment Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's Automatic Data Processing position peaked at $414K in Q2 2025.
  • 2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.