AC
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Apella Capital’s Automatic Data Processing ADP Stock Holding History

Apella Capital’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 		$1.79M Buy
7,292
+175
+2% +$37.4K 0.03% 282
2026
Q1 		$1.43M Buy
7,117
+2,665
+60% +$611K 0.02% 303
2025
Q4 		$1.15M Sell
4,452
-8
-0.2% -$2.13K 0.02% 262
2025
Q3 		$1.25M Buy
4,460
+29
+0.7% +$8.73K 0.03% 225
2025
Q2 		$1.37M Sell
4,431
-213
-5% -$65.4K 0.04% 186
2025
Q1 		$1.37M Buy
4,644
+389
+9% +$117K 0.05% 162
2024
Q4 		$1.25M Sell
4,255
-362
-8% -$107K 0.05% 149
2024
Q3 		$1.31M Buy
4,617
+18
+0.4% +$4.71K 0.05% 133
2024
Q2 		$1.08M Buy
4,599
+804
+21% +$197K 0.05% 141
2024
Q1 		$949K Sell
3,795
-81
-2% -$19.8K 0.05% 140
2023
Q4 		$906K Sell
3,876
-591
-13% -$138K 0.05% 146
2023
Q3 		$1.07M Buy
4,467
+17
+0.4% +$4.14K 0.08% 111
2023
Q2 		$978K Buy
+4,450
New +$959K 0.07% 117
2022
Q4 		$1.06M Sell
4,445
-513
-10% -$126K 0.1% 102
2022
Q3 		$1.12M Buy
4,958
+27
+0.5% +$6.37K 0.13% 93
2022
Q2 		$1.04M Hold
4,931
– – 0.12% 100
2022
Q1 		$1.12M Buy
4,931
+3,548
+257% +$760K 0.16% 84
2021
Q4 		$341K Buy
1,383
+28
+2% +$6.34K 0.04% 153
2021
Q3 		$271K Hold
1,355
– – 0.04% 169
2021
Q2 		$269K Sell
1,355
-305
-18% -$59.3K 0.04% 178
2021
Q1 		$313K Hold
1,660
– – 0.1% 108
2020
Q4 		$292K Sell
1,660
-3
-0.2% -$493 0.1% 108
2020
Q3 		$232K Hold
1,663
– – 0.09% 110
2020
Q2 		$248K Hold
1,663
– – 0.12% 108
2020
Q1 		$227K Buy
+1,663
New +$268K 0.13% 95

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Apella Capital's ADP Position: Q2 2026 in Review

Apella Capital increased its Automatic Data Processing (ADP) stake by 2.5% in Q2 2026, buying an estimated $37.4K and bringing the position to 7,292 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #282.

Apella Capital first reported a position in ADP in Q1 2020 and has held it in 25 quarters since. 522 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Apella Capital held 7,292 shares of Automatic Data Processing worth $1.79M as of Q2 2026.
  • Apella Capital bought 175 Automatic Data Processing shares in Q2 2026, an estimated $37.4K.
  • Automatic Data Processing made up 0.03% of Apella Capital's portfolio in Q2 2026, its #282 holding.
  • Apella Capital first reported a position in Automatic Data Processing in Q1 2020 and has held it in 25 quarters since.
  • 522 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.