Aprio Wealth Management
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Aprio Wealth Management’s Automatic Data Processing ADP Stock Holding History

Aprio 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
Q3 		$1.28M Buy
4,963
+774
+18% +$205K 0.06% 202
2026
Q2 		$938K Buy
4,189
+1,890
+82% +$404K 0.05% 247
2026
Q1 		$467K Buy
2,299
+358
+18% +$82.1K 0.03% 374
2025
Q4 		$499K Sell
1,941
-587
-23% -$156K 0.03% 321
2025
Q3 		$742K Sell
2,528
-651
-20% -$196K 0.07% 157
2025
Q2 		$980K Buy
3,179
+814
+34% +$250K 0.11% 111
2025
Q1 		$723K Buy
2,365
+929
+65% +$280K 0.09% 135
2024
Q4 		$420K Buy
1,436
+575
+67% +$170K 0.06% 155
2024
Q3 		$238K Buy
+861
New +$225K 0.04% 234

Other funds holding ADP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Aprio Wealth Management's ADP Position: Q3 2026 in Review

Aprio Wealth Management increased its Automatic Data Processing (ADP) stake by 18% in Q3 2026, buying an estimated $205K and bringing the position to 4,963 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #202.

Aprio Wealth Management first reported a position in ADP in Q3 2024 and has held it in 9 quarters since. 1,236 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

  • Aprio Wealth Management held 4,963 shares of Automatic Data Processing worth $1.28M as of Q3 2026.
  • Aprio Wealth Management bought 774 Automatic Data Processing shares in Q3 2026, an estimated $205K.
  • Automatic Data Processing made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Aprio Wealth Management first reported a position in Automatic Data Processing in Q3 2024 and has held it in 9 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.