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Valeo Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Valeo Financial Advisors’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 		$1.47M Buy
6,551
+1,125
+21% +$240K 0.03% 235
2026
Q1 		$1.1M Sell
5,426
-2,021
-27% -$463K 0.03% 256
2025
Q4 		$1.92M Sell
7,447
-218
-3% -$58K 0.04% 178
2025
Q3 		$2.25M Sell
7,665
-475
-6% -$143K 0.05% 150
2025
Q2 		$2.51M Buy
8,140
+317
+4% +$97.4K 0.06% 146
2025
Q1 		$2.39M Buy
7,823
+92
+1% +$27.8K 0.07% 133
2024
Q4 		$2.26M Buy
7,731
+245
+3% +$72.4K 0.06% 137
2024
Q3 		$2.07M Sell
7,486
-477
-6% -$125K 0.06% 150
2024
Q2 		$1.9M Buy
7,963
+61
+0.8% +$15K 0.06% 152
2024
Q1 		$1.95M Buy
7,902
+616
+8% +$151K 0.07% 147
2023
Q4 		$1.7M Buy
7,286
+109
+2% +$25.4K 0.07% 153
2023
Q3 		$1.73M Buy
7,177
+144
+2% +$35.1K 0.08% 143
2023
Q2 		$1.55M Sell
7,033
-88
-1% -$19K 0.07% 151
2023
Q1 		$1.59M Buy
7,121
+612
+9% +$138K 0.08% 152
2022
Q4 		$1.55M Buy
6,509
+921
+16% +$226K 0.09% 140
2022
Q3 		$1.26M Buy
5,588
+611
+12% +$144K 0.08% 148
2022
Q2 		$1.04M Sell
4,977
-643
-11% -$141K 0.07% 157
2022
Q1 		$1.28M Buy
5,620
+806
+17% +$173K 0.07% 171
2021
Q4 		$1.19M Buy
4,814
+64
+1% +$14.5K 0.06% 162
2021
Q3 		$950K Buy
4,750
+786
+20% +$162K 0.05% 197
2021
Q2 		$787K Sell
3,964
-128
-3% -$24.9K 0.05% 195
2021
Q1 		$771K Buy
4,092
+5
+0.1% +$868 0.04% 208
2020
Q4 		$720K Sell
4,087
-400
-9% -$65.7K 0.04% 192
2020
Q3 		$626K Sell
4,487
-533
-11% -$74.7K 0.05% 163
2020
Q2 		$747K Buy
5,020
+145
+3% +$20.8K 0.07% 151
2020
Q1 		$694K Sell
4,875
-169
-3% -$27.2K 0.07% 148
2019
Q4 		$860K Hold
5,044
– – 0.08% 146
2019
Q3 		$814K Buy
5,044
+215
+4% +$35.5K 0.09% 136
2019
Q2 		$798K Sell
4,829
-100
-2% -$16.2K 0.09% 140
2019
Q1 		$787K Buy
4,929
+513
+12% +$74.5K 0.1% 144
2018
Q4 		$579K Buy
4,416
+377
+9% +$53.2K 0.08% 157
2018
Q3 		$579K Buy
4,039
+191
+5% +$27K 0.08% 162
2018
Q2 		$537K Buy
3,848
+1,132
+42% +$143K 0.08% 165
2018
Q1 		$308K Sell
2,716
-114
-4% -$13.3K 0.05% 204
2017
Q4 		$332K Buy
2,830
+1,442
+104% +$165K 0.05% 187
2017
Q3 		$152K Buy
+1,388
New +$149K 0.03% 231

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valeo Financial Advisors's ADP Position: Q2 2026 in Review

Valeo Financial Advisors increased its Automatic Data Processing (ADP) stake by 21% in Q2 2026, buying an estimated $240K and bringing the position to 6,551 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #235.

Valeo Financial Advisors first reported a position in ADP in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.51M in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Valeo Financial Advisors held 6,551 shares of Automatic Data Processing worth $1.47M as of Q2 2026.
  • Valeo Financial Advisors bought 1,125 Automatic Data Processing shares in Q2 2026, an estimated $240K.
  • Automatic Data Processing made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Valeo Financial Advisors first reported a position in Automatic Data Processing in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Automatic Data Processing position peaked at $2.51M in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.