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

Websterrogers 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 		$235K Sell
1,048
-8
-0.8% -$1.71K 0.06% 90
2026
Q1 		$215K Sell
1,056
-39
-4% -$8.94K 0.06% 90
2025
Q4 		$282K Sell
1,095
-20
-2% -$5.32K 0.08% 70
2025
Q3 		$327K Hold
1,115
– – 0.1% 67
2025
Q2 		$344K Hold
1,115
– – 0.11% 59
2025
Q1 		$341K Hold
1,115
– – 0.12% 59
2024
Q4 		$327K Buy
+1,115
New +$330K 0.11% 60

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Websterrogers Financial Advisors reduced its Automatic Data Processing (ADP) stake by 0.76% in Q2 2026, selling an estimated $1.71K and leaving 1,048 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #90.

Websterrogers Financial Advisors first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q2 2025. 457 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Websterrogers Financial Advisors held 1,048 shares of Automatic Data Processing worth $235K as of Q2 2026.
  • Websterrogers Financial Advisors sold 8 Automatic Data Processing shares in Q2 2026, an estimated $1.71K.
  • Automatic Data Processing made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Websterrogers Financial Advisors first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
  • Websterrogers Financial Advisors's Automatic Data Processing position peaked at $344K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.