Planning Strategies Inc.’s Automatic Data Processing ADP Stock Holding History

Planning Strategies Inc.’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	$14.8K	Buy	+66	New	+$14.1K	0.01%	279

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Planning Strategies Inc.'s ADP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Automatic Data Processing (ADP) in Q2 2026: 66 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

923 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Planning Strategies Inc. held 66 shares of Automatic Data Processing worth $14.8K as of Q2 2026.
Automatic Data Processing was a new Planning Strategies Inc. position in Q2 2026.
Automatic Data Processing made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #279 holding.
923 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.