James T. Borello RIA
ADP icon

James T. Borello RIA’s Automatic Data Processing ADP Stock Holding History

James T. Borello RIA’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
Q3 		$663K Sell
2,568
-1
-0% -$265 0.14% 59
2026
Q2 		$575K Sell
2,569
-56
-2% -$12K 0.12% 62
2026
Q1 		$533K Buy
2,625
+95
+4% +$21.8K 0.14% 62
2025
Q4 		$651K Buy
2,530
+63
+3% +$16.8K 0.17% 57
2025
Q3 		$724K Buy
2,467
+18
+0.7% +$5.42K 0.2% 53
2025
Q2 		$755K Hold
2,449
– – 0.22% 47
2025
Q1 		$748K Hold
2,449
– – 0.24% 45
2024
Q4 		$717K Hold
2,449
– – 0.27% 45
2024
Q3 		$678K Hold
2,449
– – 0.28% 43
2024
Q2 		$585K Hold
2,449
– – 0.26% 42
2024
Q1 		$612K Hold
2,449
– – 0.28% 39
2023
Q4 		$571K Buy
+2,449
New +$571K 0.47% 31

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

James T. Borello RIA's ADP Position: Q3 2026 in Review

James T. Borello RIA reduced its Automatic Data Processing (ADP) stake by 0.04% in Q3 2026, selling an estimated $265 and leaving 2,568 shares worth $663K. The position accounts for 0.14% of the portfolio, ranked #59.

James T. Borello RIA first reported a position in ADP in Q4 2023 and has held it in 12 quarters since. The position peaked at $755K in Q2 2025. 578 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • James T. Borello RIA held 2,568 shares of Automatic Data Processing worth $663K as of Q3 2026.
  • James T. Borello RIA sold 1 Automatic Data Processing share in Q3 2026, an estimated $265.
  • Automatic Data Processing made up 0.14% of James T. Borello RIA's portfolio in Q3 2026, its #59 holding.
  • James T. Borello RIA first reported a position in Automatic Data Processing in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello RIA's Automatic Data Processing position peaked at $755K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.