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Automatic Data Processing shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Automatic Data Processing

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All positions including Automatic Data Processing held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Automatic Data Processing by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 932 293.50
2025-06-30 $289k 937 308.40
2025-03-31 $286k 936 305.53
2024-12-31 $248k 847 292.73
2024-09-30 $207k 747 276.73
2022-06-30 $104k 497 209.26

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Automatic Data Processing

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Wells Fargo & Company
Wellington Management Company
Bank of New York Mellon
Alliancebernstein
Northern Trust
Invesco
Ameriprise Financial
Fundsmith
Goldman Sachs Group

View all funds holding Automatic Data Processing