AWM
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Accurate Wealth Management’s Automatic Data Processing ADP Stock Holding History

Accurate Wealth Management’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 		$525K Buy
2,169
+439
+25% +$93.8K 0.05% 338
2026
Q1 		$326K Buy
1,730
+268
+18% +$61.5K 0.04% 401
2025
Q4 		$389K Buy
1,462
+185
+14% +$49.2K 0.05% 351
2025
Q3 		$365K Buy
1,277
+92
+8% +$27.7K 0.05% 359
2025
Q2 		$362K Buy
1,185
+35
+3% +$10.8K 0.06% 323
2025
Q1 		$344K Buy
1,150
+156
+16% +$47.1K 0.07% 256
2024
Q4 		$285K Sell
994
-56
-5% -$16.5K 0.05% 300
2024
Q3 		$305K Buy
1,050
+58
+6% +$15.2K 0.06% 283
2024
Q2 		$241K Buy
+992
New +$244K 0.06% 283
2023
Q1 		– Sell
-486
Closed -$117K – 263
2022
Q4 		$117K Buy
+486
New +$119K 0.04% 281

Other funds holding ADP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Accurate Wealth Management's ADP Position: Q2 2026 in Review

Accurate Wealth Management increased its Automatic Data Processing (ADP) stake by 25% in Q2 2026, buying an estimated $93.8K and bringing the position to 2,169 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #338.

Accurate Wealth Management first reported a position in ADP in Q4 2022 and has held it in 10 quarters since. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Accurate Wealth Management held 2,169 shares of Automatic Data Processing worth $525K as of Q2 2026.
  • Accurate Wealth Management bought 439 Automatic Data Processing shares in Q2 2026, an estimated $93.8K.
  • Automatic Data Processing made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Accurate Wealth Management first reported a position in Automatic Data Processing in Q4 2022 and has held it in 10 quarters since.
  • 721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.