S&CO INC ADP — D AUTOMATIC DATA PROCESSING IN COM

Ownership history in S&CO INC  ·  95 quarters on record

AI Ownership Summary

S&CO INC reported D AUTOMATIC DATA PROCESSING IN COM (ADP) in 95 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.22% in 2025 Q1. The latest visible filing shows ADP at 3.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in D AUTOMATIC DATA PROCESSING IN COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADP was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADP stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held ADP — position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 202,743 -3,171 -1.5% 3.24% $52.2M 2026-02-14 (Est.) $210.37
2025 Q3 REDUCED — — — 205,914 -2,301 -1.1% 3.70% $60.4M 2025-11-06 $248.68
2025 Q2 ADDED — — — 208,215 +2,650 +1.3% 4.12% $64.2M 2025-08-07 $297.52
2025 Q1 REDUCED — — — 205,565 -275 -0.1% 4.22% $62.8M 2025-05-08 $299.56
2024 Q4 UNCHANGED — — — 205,840 — 0% 4.09% $60.3M 2025-02-07 $296.88
2024 Q3 ADDED — — — 205,840 +2,350 +1.2% 3.72% $57.0M 2024-11-07 $294.27
2024 Q2 REDUCED — — — 203,490 -2,225 -1.1% 3.39% $48.6M 2024-08-08 $252.39
2024 Q1 REDUCED — — — 205,715 -856 -0.4% 3.62% $51.4M 2024-05-09 $234.10
2023 Q4 REDUCED — — — 206,571 -960 -0.5% 3.69% $48.1M 2024-02-12 $237.43
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADP

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 8.15% Tactive Advisors, LLC 5.13% ABSHER WEALTH MANAGEMENT, LLC 3Y 4.94% COERENTE CAPITAL MANAGEMENT 3Y 4.63% Clark & Stuart, Inc 4.49% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.04% NICHOLS & PRATT ADVISERS LLP /MA 3Y 7Y 3.93% SAYBROOK CAPITAL /NC 3Y 7Y 3.83% WENDELL DAVID ASSOCIATES INC 3Y 7Y 3.82% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 3.61%

FAQ About S&CO INC and ADP

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&CO INC reported owning ADP?

S&CO INC reported ADP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADP position in S&CO INC's portfolio?

The largest reported portfolio weight for ADP was 4.22% in 2025 Q1.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 202,743 shares, equal to 3.24% of portfolio, with an estimated market value of $52.2M.

What does the chart on this ADP ownership page compare?

The chart compares S&CO INC's quarterly ADP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S&CO INC time their ADP position?

Based on 13F filing dates vs. subsequent ADP price moves, S&CO INC correctly timed 27 out of 67 reported position changes (40%). The annualised alpha on ADP relative to SPY over the holding period was +0.4%.

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