UFPG
ADP icon

United Financial Planning Group’s Automatic Data Processing ADP Stock Holding History

United Financial Planning Group’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 		$4.93K Hold
22
– – ﹤0.01% 376
2026
Q1 		$4.47K Hold
22
– – ﹤0.01% 337
2025
Q4 		$5.66K Buy
+22
New +$5.86K ﹤0.01% 259

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
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

United Financial Planning Group's ADP Position: Q2 2026 in Review

United Financial Planning Group held its Automatic Data Processing (ADP) position steady in Q2 2026 at 22 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

United Financial Planning Group first reported a position in ADP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.66K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • United Financial Planning Group held 22 shares of Automatic Data Processing worth $4.93K as of Q2 2026.
  • United Financial Planning Group left its Automatic Data Processing share count unchanged in Q2 2026.
  • Automatic Data Processing made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #376 holding.
  • United Financial Planning Group first reported a position in Automatic Data Processing in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Automatic Data Processing position peaked at $5.66K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.