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Vertex Planning Partners’s Automatic Data Processing ADP Stock Holding History

Vertex Planning Partners’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
-839
Closed -$246K – 132
2025
Q3 		$246K Buy
839
+27
+3% +$8.13K 0.05% 180
2025
Q2 		$250K Buy
812
+4
+0.5% +$1.23K 0.05% 162
2025
Q1 		$247K Sell
808
-63
-7% -$19K 0.05% 159
2024
Q4 		$255K Buy
871
+102
+13% +$30.1K 0.06% 160
2024
Q3 		$213K Sell
769
-96
-11% -$25.1K 0.05% 156
2024
Q2 		$206K Buy
865
+11
+1% +$2.7K 0.05% 150
2024
Q1 		$213K Sell
854
-184
-18% -$45K 0.06% 149
2023
Q4 		$242K Buy
+1,038
New +$242K 0.07% 142

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vertex Planning Partners's ADP Position: Q4 2025 in Review

Vertex Planning Partners sold out of Automatic Data Processing (ADP) in Q4 2025, closing a stake of 839 shares — an estimated $246K sold.

Vertex Planning Partners first reported a position in ADP in Q4 2023 and held it in 8 quarters. The position peaked at $255K in Q4 2024. 2,399 funds tracked by Wall St. Rank hold ADP as of Q4 2025.

  • Vertex Planning Partners reported no remaining Automatic Data Processing position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 839 Automatic Data Processing shares in Q4 2025, an estimated $246K.
  • Vertex Planning Partners first reported a position in Automatic Data Processing in Q4 2023 and held it in 8 quarters.
  • Vertex Planning Partners's Automatic Data Processing position peaked at $255K in Q4 2024.
  • 2,399 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.