APW
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Allied Private Wealth’s Automatic Data Processing ADP Stock Holding History

Allied Private Wealth’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 		$387K Buy
+1,604
New +$343K 0.25% 75

Other funds holding ADP

CRM
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Assenagon Asset Management
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
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BST
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TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return