Avantra Family Wealth’s Automatic Data Processing ADP Stock Holding History

Avantra Family 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	$315K	Hold	1,407	–	–	0.2%	143
2026 Q1	$286K	Sell	1,407 -331	-19%	-$75.9K	0.21%	133
2025 Q4	$447K	Hold	1,738	–	–	0.32%	92
2025 Q3	$510K	Hold	1,738	–	–	0.38%	80
2025 Q2	$536K	Hold	1,738	–	–	0.44%	64
2025 Q1	$531K	Hold	1,738	–	–	0.51%	66
2024 Q4	$509K	Buy	+1,738	New	+$514K	0.48%	72

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Avantra Family Wealth's ADP Position: Q2 2026 in Review

Avantra Family Wealth held its Automatic Data Processing (ADP) position steady in Q2 2026 at 1,407 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #143.

Avantra Family Wealth first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q2 2025. 1,053 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

Avantra Family Wealth held 1,407 shares of Automatic Data Processing worth $315K as of Q2 2026.
Avantra Family Wealth left its Automatic Data Processing share count unchanged in Q2 2026.
Automatic Data Processing made up 0.2% of Avantra Family Wealth's portfolio in Q2 2026, its #143 holding.
Avantra Family Wealth first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Automatic Data Processing position peaked at $536K in Q2 2025.
1,053 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.