USA Financial Formulas’s Automatic Data Processing ADP Stock Holding History

USA Financial Formulas’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
2025 Q4	–	Sell	-800	Closed	-$235K	–	416
2025 Q3	$235K	Sell	800 -59	-7%	-$17.8K	0.04%	131
2025 Q2	$265K	Buy	859 +125	+17%	+$38.4K	0.05%	111
2025 Q1	$224K	Sell	734 -31	-4%	-$9.35K	0.04%	129
2024 Q4	$224K	Buy	+765	New	+$226K	0.04%	157
2022 Q3	$2K	Sell	8 -14	-64%	-$3.3K	﹤0.01%	155
2022 Q2	$5K	Buy	22 +14	+175%	+$3.07K	0.01%	154
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	217
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	249
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	304
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	291
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	255
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	245
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	230
2020 Q2	$1K	Buy	+8	New	+$1.15K	﹤0.01%	136
2020 Q1	–	Sell	-13	Closed	-$2K	–	198
2019 Q4	$2K	Buy	13 +3	+30%	+$497	﹤0.01%	191
2019 Q3	$2K	Buy	+10	New	+$1.65K	﹤0.01%	186

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

USA Financial Formulas's ADP Position: Q4 2025 in Review

USA Financial Formulas sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 800 shares — an estimated $235K sold.

USA Financial Formulas first reported a position in ADP in Q3 2019 and held it in 16 quarters. The position peaked at $265K in Q2 2025. 2,405 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

USA Financial Formulas reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
USA Financial Formulas sold 800 Automatic Data Processing shares in Q4 2025, an estimated $235K.
USA Financial Formulas first reported a position in Automatic Data Processing in Q3 2019 and held it in 16 quarters.
USA Financial Formulas's Automatic Data Processing position peaked at $265K in Q2 2025.
2,405 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.