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
2026 Q2	$254K	Buy	+1,133	New	+$242K	0.04%	144
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Vertex Planning Partners's ADP Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,133 shares worth $254K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in ADP as recently as Q3 2025.

Vertex Planning Partners first reported a position in ADP in Q4 2023 and has held it in 9 quarters since. The position peaked at $255K in Q4 2024. 2,291 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Vertex Planning Partners held 1,133 shares of Automatic Data Processing worth $254K as of Q2 2026.
Automatic Data Processing was a new Vertex Planning Partners position in Q2 2026.
Automatic Data Processing made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #144 holding.
Vertex Planning Partners first reported a position in Automatic Data Processing in Q4 2023 and has held it in 9 quarters since.
Vertex Planning Partners's Automatic Data Processing position peaked at $255K in Q4 2024.
2,291 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.