Values Added Financial
ADP icon

Values Added Financial’s Automatic Data Processing ADP Stock Holding History

Values Added 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
Q3 		$620K Buy
2,402
+8
+0.3% +$2.12K 0.22% 69
2026
Q2 		$536K Buy
2,394
+349
+17% +$74.6K 0.19% 78
2026
Q1 		$416K Buy
2,045
+298
+17% +$68.3K 0.17% 82
2025
Q4 		$449K Sell
1,747
-112
-6% -$29.8K 0.19% 77
2025
Q3 		$546K Buy
1,859
+9
+0.5% +$2.71K 0.24% 69
2025
Q2 		$571K Buy
1,850
+5
+0.3% +$1.54K 0.28% 67
2025
Q1 		$564K Buy
1,845
+57
+3% +$17.2K 0.31% 61
2024
Q4 		$523K Buy
1,788
+48
+3% +$14.2K 0.3% 62
2024
Q3 		$482K Buy
1,740
+186
+12% +$48.6K 0.3% 58
2024
Q2 		$371K Buy
1,554
+148
+11% +$36.3K 0.27% 61
2024
Q1 		$351K Sell
1,406
-56
-4% -$13.7K 0.27% 63
2023
Q4 		$341K Sell
1,462
-74
-5% -$17.2K 0.28% 61
2023
Q3 		$370K Buy
1,536
+183
+14% +$44.6K 0.34% 57
2023
Q2 		$297K Buy
+1,353
New +$292K 0.28% 61

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Values Added Financial's ADP Position: Q3 2026 in Review

Values Added Financial increased its Automatic Data Processing (ADP) stake by 0.33% in Q3 2026, buying an estimated $2.12K and bringing the position to 2,402 shares worth $620K. The position accounts for 0.22% of the portfolio, ranked #69.

Values Added Financial first reported a position in ADP in Q2 2023 and has held it in 14 quarters since. 995 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Values Added Financial held 2,402 shares of Automatic Data Processing worth $620K as of Q3 2026.
  • Values Added Financial bought 8 Automatic Data Processing shares in Q3 2026, an estimated $2.12K.
  • Automatic Data Processing made up 0.22% of Values Added Financial's portfolio in Q3 2026, its #69 holding.
  • Values Added Financial first reported a position in Automatic Data Processing in Q2 2023 and has held it in 14 quarters since.
  • 995 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.