Windsor Advisory Group’s Automatic Data Processing ADP Stock Holding History

Windsor Advisory Group’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	$269K	Buy	+1,202	New	+$257K	0.2%	60
2026 Q1	–	Sell	-904	Closed	-$233K	–	84
2025 Q4	$233K	Hold	904	–	–	0.21%	52
2025 Q3	$265K	Sell	904 -94	-9%	-$28.3K	0.23%	52
2025 Q2	$308K	Buy	998 +94	+10%	+$28.9K	0.44%	31
2025 Q1	$276K	Hold	904	–	–	0.36%	33
2024 Q4	$265K	Hold	904	–	–	0.31%	44
2024 Q3	$250K	Sell	904 -96	-10%	-$25.1K	0.28%	50
2024 Q2	$239K	Buy	1,000 +16	+2%	+$3.93K	0.48%	32
2024 Q1	$246K	Hold	984	–	–	0.69%	32
2023 Q4	$229K	Sell	984 -202	-17%	-$47.1K	0.68%	36
2023 Q3	$285K	Sell	1,186 -121	-9%	-$29.5K	0.68%	33
2023 Q2	$287K	Hold	1,307	–	–	0.71%	31
2023 Q1	$291K	Sell	1,307 -164	-11%	-$37K	0.7%	32
2022 Q4	$351K	Buy	+1,471	New	+$361K	0.93%	31

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

Windsor Advisory Group's ADP Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in Automatic Data Processing (ADP) in Q2 2026: 1,202 shares worth $269K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in ADP as recently as Q4 2025.

Windsor Advisory Group first reported a position in ADP in Q4 2022 and has held it in 14 quarters since. The position peaked at $351K in Q4 2022. 2,282 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Windsor Advisory Group held 1,202 shares of Automatic Data Processing worth $269K as of Q2 2026.
Automatic Data Processing was a new Windsor Advisory Group position in Q2 2026.
Automatic Data Processing made up 0.2% of Windsor Advisory Group's portfolio in Q2 2026, its #60 holding.
Windsor Advisory Group first reported a position in Automatic Data Processing in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Automatic Data Processing position peaked at $351K in Q4 2022.
2,282 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.