AWA
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Acumen Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Acumen Wealth Advisors’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 		$31.4K Sell
139
-76
-35% -$16.2K 0.01% 189
2026
Q1 		$44K Sell
215
-11
-5% -$2.52K 0.01% 154
2025
Q4 		$58.6K Buy
+226
New +$60.2K 0.02% 131

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acumen Wealth Advisors's ADP Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 35% in Q2 2026, selling an estimated $16.2K and leaving 139 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Acumen Wealth Advisors first reported a position in ADP in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.6K in Q4 2025. 2,280 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Acumen Wealth Advisors held 139 shares of Automatic Data Processing worth $31.4K as of Q2 2026.
  • Acumen Wealth Advisors sold 76 Automatic Data Processing shares in Q2 2026, an estimated $16.2K.
  • Automatic Data Processing made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Acumen Wealth Advisors first reported a position in Automatic Data Processing in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Automatic Data Processing position peaked at $58.6K in Q4 2025.
  • 2,280 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.