AWM
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Avior Wealth Management’s Automatic Data Processing ADP Stock Holding History

Avior 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
Q2 		$4.3M Buy
19,214
+30
+0.2% +$6.41K 0.11% 163
2026
Q1 		$3.9M Buy
19,184
+7,094
+59% +$1.63M 0.11% 169
2025
Q4 		$3.11M Buy
12,090
+170
+1% +$45.3K 0.1% 156
2025
Q3 		$3.5M Buy
11,920
+4
+0% +$1.2K 0.11% 139
2025
Q2 		$3.67M Sell
11,916
-63
-0.5% -$19.4K 0.13% 131
2025
Q1 		$3.66M Sell
11,979
-188
-2% -$56.7K 0.14% 126
2024
Q4 		$3.56M Sell
12,167
-2,306
-16% -$681K 0.13% 124
2024
Q3 		$4.01M Sell
14,473
-301
-2% -$78.7K 0.16% 109
2024
Q2 		$3.53M Sell
14,774
-1,496
-9% -$367K 0.15% 117
2024
Q1 		$4.06M Buy
16,270
+1,820
+13% +$445K 0.19% 101
2023
Q4 		$3.37M Sell
14,450
-482
-3% -$112K 0.2% 93
2023
Q3 		$3.59M Sell
14,932
-204
-1% -$49.7K 0.24% 79
2023
Q2 		$3.33M Buy
15,136
+2,064
+16% +$445K 0.22% 88
2023
Q1 		$2.91M Sell
13,072
-124
-0.9% -$28K 0.2% 99
2022
Q4 		$3.15M Sell
13,196
-162
-1% -$39.8K 0.24% 87
2022
Q3 		$3.02M Sell
13,358
-211
-2% -$49.8K 0.25% 78
2022
Q2 		$2.85M Sell
13,569
-393
-3% -$86.1K 0.29% 73
2022
Q1 		$3.18M Sell
13,962
-1,169
-8% -$250K 0.27% 79
2021
Q4 		$3.73M Sell
15,131
-187
-1% -$42.3K 0.31% 69
2021
Q3 		$3.06M Sell
15,318
-320
-2% -$65.9K 0.25% 77
2021
Q2 		$3.1M Sell
15,638
-295
-2% -$57.3K 0.31% 69
2021
Q1 		$3M Buy
15,933
+5
+0% +$868 0.32% 71
2020
Q4 		$2.81M Sell
15,928
-72
-0.5% -$11.8K 0.35% 70
2020
Q3 		$2.23M Buy
16,000
+2,416
+18% +$339K 0.32% 78
2020
Q2 		$2.02M Sell
13,584
-13
-0.1% -$1.86K 0.32% 77
2020
Q1 		$1.86M Sell
13,597
-44
-0.3% -$7.09K 0.37% 69
2019
Q4 		$2.33M Buy
13,641
+202
+2% +$33.4K 0.37% 66
2019
Q3 		$2.17M Sell
13,439
-604
-4% -$99.7K 0.38% 67
2019
Q2 		$2.32M Buy
14,043
+540
+4% +$87.7K 0.42% 62
2019
Q1 		$2.09M Buy
13,503
+32
+0.2% +$4.65K 0.44% 56
2018
Q4 		$1.73M Sell
13,471
-1,222
-8% -$173K 0.42% 61
2018
Q3 		$2.16M Sell
14,693
-94
-0.6% -$13.3K 0.46% 59
2018
Q2 		$1.95M Sell
14,787
-1,297
-8% -$164K 0.44% 61
2018
Q1 		$1.82M Sell
16,084
-852
-5% -$99.4K 0.42% 64
2017
Q4 		$1.98M Buy
16,936
+1,403
+9% +$160K 0.44% 64
2017
Q3 		$1.67M Buy
15,533
+520
+3% +$55.7K 0.55% 55
2017
Q2 		$1.52M Sell
15,013
-686
-4% -$69.4K 0.62% 48
2017
Q1 		$1.59M Sell
15,699
-520
-3% -$53K 0.53% 61
2016
Q4 		$1.64M Sell
16,219
-35
-0.2% -$3.27K 0.61% 46
2016
Q3 		$1.44M Buy
16,254
+1,414
+10% +$128K 0.56% 54
2016
Q2 		$1.35M Buy
14,840
+82
+0.6% +$7.24K 0.57% 50
2016
Q1 		$1.32M Buy
14,758
+462
+3% +$38.7K 0.59% 53
2015
Q4 		$1.21M Buy
14,296
+655
+5% +$56.4K 0.66% 41
2015
Q3 		$1.1M Buy
13,641
+13,416
+5,963% +$1.07M 0.64% 42
2015
Q2 		$20K Hold
225
– – 0.02% 202
2015
Q1 		$20K Buy
+225
New +$19.4K 0.02% 194

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Avior Wealth Management's ADP Position: Q2 2026 in Review

Avior Wealth Management increased its Automatic Data Processing (ADP) stake by 0.16% in Q2 2026, buying an estimated $6.41K and bringing the position to 19,214 shares worth $4.3M. The position accounts for 0.11% of the portfolio, ranked #163.

Avior Wealth Management first reported a position in ADP in Q1 2015 and has held it in 46 quarters since. 673 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Avior Wealth Management held 19,214 shares of Automatic Data Processing worth $4.3M as of Q2 2026.
  • Avior Wealth Management bought 30 Automatic Data Processing shares in Q2 2026, an estimated $6.41K.
  • Automatic Data Processing made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Avior Wealth Management first reported a position in Automatic Data Processing in Q1 2015 and has held it in 46 quarters since.
  • 673 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.